Financial Synergies Wealth Advisors, Inc. Ishares Gold Trust Transaction History

Financial Synergies Wealth Advisors, Inc.

$918 Billion
Q2 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 11,125 shares of IAU stock, worth $701,987. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,125

Previous 11,275 1.33%

Holding current value

$701,987

Previous $665 Million 4.36%

% of portfolio

0.08%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$56.1 - $64.74 $8,415 - $9,711	-150 Reduced 1.33%	11,125 $694 Million
Q1 2025 Apr 30, 2025	BUY	$49.74 - $58.96 $560,818 - $664,774	11,275 New	11,275 $665 Million
Q1 2024 Apr 12, 2024	BUY	$37.66 - $42.01 $1,054 - $1,176	28 Added 0.89%	3,183 $134 Million
Q4 2023 Apr 04, 2024	SELL	$34.47 - $39.34 $965 - $1,101	-28 Reduced 0.88%	3,155 $109 Million
Q2 2023 Apr 04, 2024	BUY	$36.15 - $38.86 $1,012 - $1,088	28 Added 0.89%	3,183 $116 Million
Q2 2022 Apr 04, 2024	BUY	$34.31 - $37.62 $108,248 - $118,691	3,155 New	3,155 $108 Million

Others Institutions Holding IAU

# of Institutions

1,724

Shares Held

407M

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 $53.5B

More about IAU

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Financial Synergies Wealth Advisors, Inc. Ishares Gold Trust Transaction History