Kestra Private Wealth Services, LLC Ishares Gold Trust Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 210,462 shares of IAU stock, worth $16.2 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
210,462
Previous 169,335 24.29%
Holding current value
$16.2 Million
Previous $10.6 Million 45.04%
% of portfolio
0.21%
Previous 0.16%

Shares

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

Nov 14, 2025
BUY
$61.62 - $72.77 $2.53 Million - $2.99 Million
41,127 Added 24.29%
210,462 $15.3 Million
Q2 2025

Aug 07, 2025
BUY
$56.1 - $64.74 $354,944 - $409,609
6,327 Added 3.88%
169,335 $10.6 Million
Q1 2025

May 05, 2025
BUY
$49.74 - $58.96 $577,580 - $684,643
11,612 Added 7.67%
163,008 $9.61 Million
Q4 2024

Jan 28, 2025
BUY
$48.37 - $52.65 $159,234 - $173,323
3,292 Added 2.22%
151,396 $7.5 Million
Q3 2024

Nov 13, 2024
BUY
$44.06 - $50.5 $178,707 - $204,828
4,056 Added 2.82%
148,104 $7.36 Million
Q2 2024

Aug 12, 2024
BUY
$42.46 - $45.89 $121,520 - $131,337
2,862 Added 2.03%
144,048 $6.33 Million
Q1 2024

May 02, 2024
SELL
$37.66 - $42.01 $75,094 - $83,767
-1,994 Reduced 1.39%
141,186 $5.93 Million
Q4 2023

Feb 05, 2024
SELL
$34.47 - $39.34 $159,837 - $182,419
-4,637 Reduced 3.14%
143,180 $5.59 Million
Q3 2023

Nov 07, 2023
SELL
$34.99 - $37.48 $112,842 - $120,872
-3,225 Reduced 2.14%
147,817 $5.17 Million
Q2 2023

Aug 08, 2023
BUY
$36.15 - $38.86 $869,877 - $935,088
24,063 Added 18.95%
151,042 $5.5 Million
Q1 2023

May 12, 2023
BUY
$34.33 - $37.9 $1.9 Million - $2.1 Million
55,406 Added 77.41%
126,979 $4.75 Million
Q4 2022

Jan 31, 2023
SELL
$30.88 - $34.6 $126,144 - $141,341
-4,085 Reduced 5.4%
71,573 $2.48 Million
Q3 2022

Nov 14, 2022
BUY
$30.82 - $34.3 $205,353 - $228,540
6,663 Added 9.66%
75,658 $2.39 Million
Q2 2022

Aug 12, 2022
SELL
$34.31 - $37.62 $322,170 - $353,251
-9,390 Reduced 11.98%
68,995 $2.37 Million
Q1 2022

May 26, 2022
BUY
$34.0 - $38.98 $709,546 - $813,473
20,869 Added 36.28%
78,385 $2.89 Million
Q4 2021

Jan 21, 2022
BUY
$33.36 - $35.53 $890,445 - $948,366
26,692 Added 86.59%
57,516 $2 Million
Q3 2021

Oct 21, 2021
BUY
$32.85 - $34.83 $324,623 - $344,190
9,882 Added 47.19%
30,824 $1.03 Million
Q2 2021

Jul 30, 2021
BUY
$32.9 - $68.08 $688,991 - $1.43 Million
20,942 New
20,942 $705,000

Others Institutions Holding IAU

# of Institutions
1,894
Shares Held
447M
Call Options Held
4.27M
Put Options Held
9.14M
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 $65.3B
More about IAU
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email