Forza Wealth Management, LLC Ishares Gold Trust Transaction History

Forza Wealth Management, LLC

  • $222 Billion
  • Q1 2025

A detailed history of Forza Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Forza Wealth Management, LLC holds 227,991 shares of IAU stock, worth $14.2 Million. This represents 6.04% of its overall portfolio holdings.

Number of Shares
227,991
Previous 212,840 7.12%
Holding current value
$14.2 Million
Previous $10.5 Billion 27.56%
% of portfolio
6.04%
Previous 4.8%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$49.74 - $58.96 $753,610 - $893,302
15,151 Added 7.12%
227,991 $13.4 Billion
Q4 2024

Jan 13, 2025
BUY
$48.37 - $52.65 $114,782 - $124,938
2,373 Added 1.13%
212,840 $10.5 Billion
Q3 2024

Oct 28, 2024
BUY
$44.06 - $50.5 $220,300 - $252,500
5,000 Added 2.43%
210,467 $10.5 Billion
Q2 2024

Jul 17, 2024
BUY
$42.46 - $45.89 $100,842 - $108,988
2,375 Added 1.17%
205,467 $9.03 Billion
Q1 2024

Apr 22, 2024
SELL
$37.66 - $42.01 $58,448 - $65,199
-1,552 Reduced 0.76%
203,092 $8.53 Billion
Q4 2023

Jan 24, 2024
SELL
$34.47 - $39.34 $52,566 - $59,993
-1,525 Reduced 0.74%
204,644 $7.99 Billion
Q3 2023

Oct 24, 2023
BUY
$34.99 - $37.48 $15,745 - $16,866
450 Added 0.22%
206,169 $7.21 Billion
Q2 2023

Jul 25, 2023
SELL
$36.15 - $38.86 $65,793 - $70,725
-1,820 Reduced 0.88%
205,719 $7.49 Billion
Q1 2023

May 03, 2023
BUY
$34.33 - $37.9 $71,749 - $79,211
2,090 Added 1.02%
207,539 $7.76 Billion
Q4 2022

Feb 06, 2023
BUY
$30.88 - $34.6 $6.34 Million - $7.11 Million
205,449 New
205,449 $7.11 Billion

Others Institutions Holding IAU

# of Institutions
1,608
Shares Held
396M
Call Options Held
5.69M
Put Options Held
23.2M
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 $52.7B
More about IAU
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