A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 23,422 shares of IAU stock, worth $1.77 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
23,422
Previous 14,463 61.94%
Holding current value
$1.77 Million
Previous $901,000 89.12%
% of portfolio
0.57%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$61.62 - $72.77 $552,053 - $651,946
8,959 Added 61.94%
23,422 $1.7 Million
Q2 2025

Aug 06, 2025

SELL
$56.1 - $64.74 $360,835 - $416,407
-6,432 Reduced 30.78%
14,463 $901,000
Q1 2025

May 08, 2025

BUY
$49.74 - $58.96 $1.04 Million - $1.23 Million
20,895 New
20,895 $1.23 Million
Q4 2024

Sep 08, 2025

SELL
$48.37 - $52.65 $166,779 - $181,537
-3,448 Reduced 23.84%
11,015 $545,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $63.9B
More about IAU
Track This Portfolio

Track Hoxton Planning & Management, LLC Portfolio

Follow Hoxton Planning & Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hoxton Planning & Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hoxton Planning & Management, LLC with notifications on news.