Forthright Family Wealth Advisory LLC Ishares Gold Trust Transaction History

Forthright Family Wealth Advisory LLC

  • $141 Million
  • Q2 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 26,493 shares of IAU stock, worth $2 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
26,493
Previous 26,890 1.48%
Holding current value
$2 Million
Previous $1.59 Million 4.23%
% of portfolio
1.17%
Previous 1.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$56.1 - $64.74 $22,271 - $25,701
-397 Reduced 1.48%
26,493 $1.65 Million
Q1 2025

Apr 30, 2025
BUY
$49.74 - $58.96 $21,040 - $24,940
423 Added 1.6%
26,890 $1.59 Million
Q4 2024

Mar 03, 2025
BUY
$48.37 - $52.65 $1.28 Million - $1.39 Million
26,467 New
26,467 $1.31 Million

Others Institutions Holding IAU

# of Institutions
1,761
Shares Held
412M
Call Options Held
4.09M
Put Options Held
7.17M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $64.1B
More about IAU
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