Forvis Wealth Advisors, LLC Ishares Gold Trust Transaction History

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 12,508 shares of IAU stock, worth $967,869. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,508

Previous 12,468 0.32%

Holding current value

$967,869

Previous $735,000 5.99%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$56.1 - $64.74 $2,244 - $2,589	40 Added 0.32%	12,508 $779,000
Q1 2025 May 13, 2025	BUY	$49.74 - $58.96 $14,275 - $16,921	287 Added 2.36%	12,468 $735,000
Q3 2024 Nov 14, 2024	SELL	$44.06 - $50.5 $22,030 - $25,250	-500 Reduced 3.94%	12,181 $605,000
Q1 2024 Apr 19, 2024	SELL	$37.66 - $42.01 $6,100 - $6,805	-162 Reduced 1.26%	12,681 $532,000
Q3 2023 Oct 25, 2023	SELL	$34.99 - $37.48 $11,581 - $12,405	-331 Reduced 2.51%	12,843 $449,000
Q2 2023 Aug 08, 2023	BUY	$36.15 - $38.86 $54,478 - $58,562	1,507 Added 12.92%	13,174 $479,000
Q1 2023 Apr 26, 2023	SELL	$34.33 - $37.9 $8,719 - $9,626	-254 Reduced 2.13%	11,667 $435,000
Q4 2022 Feb 02, 2023	SELL	$30.88 - $34.6 $16,242 - $18,199	-526 Reduced 4.23%	11,921 $412,000
Q3 2022 Oct 13, 2022	SELL	$30.82 - $34.3 $66,694 - $74,225	-2,164 Reduced 14.81%	12,447 $392,000
Q2 2022 Jul 22, 2022	BUY	$34.31 - $37.62 $501,303 - $549,665	14,611 New	14,611 $501,000
Q1 2022 May 10, 2022	SELL	$34.0 - $38.98 $262,412 - $300,847	-7,718 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	$33.36 - $35.53 $257,472 - $274,220	7,718 New	7,718 $269,000

Others Institutions Holding IAU

# of Institutions

1,796

Shares Held

416M

Call Options Held

4.09M

Put Options Held

7.17M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $65.6B

More about IAU

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Forvis Wealth Advisors, LLC Ishares Gold Trust Transaction History