Davies Financial Advisors, Inc. Ishares Gold Trust Transaction History

Davies Financial Advisors, Inc.

$129 Billion
Q2 2025

A detailed history of Davies Financial Advisors, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 85,503 shares of IAU stock, worth $5.4 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

85,503

Previous 88,030 2.87%

Holding current value

$5.4 Million

Previous $5.19 Billion 2.73%

% of portfolio

4.14%

Previous 4.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$56.1 - $64.74 $141,764 - $163,597	-2,527 Reduced 2.87%	85,503 $5.33 Billion
Q1 2025 Apr 21, 2025	BUY	$49.74 - $58.96 $115,645 - $137,082	2,325 Added 2.71%	88,030 $5.19 Billion
Q4 2024 Jan 16, 2025	BUY	$48.37 - $52.65 $45,999 - $50,070	951 Added 1.12%	85,705 $4.24 Billion
Q3 2024 Oct 09, 2024	BUY	$44.06 - $50.5 $104,818 - $120,139	2,379 Added 2.89%	84,754 $4.21 Billion
Q2 2024 Jul 30, 2024	BUY	$42.46 - $45.89 $3.03 Million - $3.28 Million	71,434 Added 652.9%	82,375 $3.62 Billion
Q1 2024 Apr 25, 2024	BUY	$37.66 - $42.01 $412,038 - $459,631	10,941 New	10,941 $460 Million

Others Institutions Holding IAU

# of Institutions

1,724

Shares Held

403M

Call Options Held

2.47M

Put Options Held

7.09M

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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Davies Financial Advisors, Inc. Ishares Gold Trust Transaction History