Envestnet Portfolio Solutions, Inc. Ishares Gold Trust Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 1,663,205 shares of IAU stock, worth $105 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

1,663,205

Previous 1,118,460 48.7%

Holding current value

$105 Million

Previous $55.4 Million 77.09%

% of portfolio

0.41%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$49.74 - $58.96 $27.1 Million - $32.1 Million	544,745 Added 48.7%	1,663,205 $98.1 Million
Q4 2024 Feb 10, 2025	BUY	$48.37 - $52.65 $52.8 Million - $57.5 Million	1,091,440 Added 4039.38%	1,118,460 $55.4 Million
Q3 2024 Oct 31, 2024	SELL	$44.06 - $50.5 $44,104 - $50,550	-1,001 Reduced 3.57%	27,020 $1.34 Million
Q2 2024 Jul 16, 2024	SELL	$42.46 - $45.89 $89,081 - $96,277	-2,098 Reduced 6.97%	28,021 $1.23 Million
Q1 2024 May 06, 2024	BUY	$37.66 - $42.01 $23,763 - $26,508	631 Added 2.14%	30,119 $1.27 Million
Q4 2023 Feb 07, 2024	SELL	$34.47 - $39.34 $89,966 - $102,677	-2,610 Reduced 8.13%	29,488 $1.15 Million
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $1.12 Million - $1.2 Million	32,098 New	32,098 $1.12 Million

Others Institutions Holding IAU

# of Institutions

1,601

Shares Held

387M

Call Options Held

5.69M

Put Options Held

23.2M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $53.6B

More about IAU

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Envestnet Portfolio Solutions, Inc. Ishares Gold Trust Transaction History