Koa Wealth Management, LLC Ishares Gold Trust Transaction History

Koa Wealth Management, LLC

$126 Billion
Q2 2025

A detailed history of Koa Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Koa Wealth Management, LLC holds 6,847 shares of IAU stock, worth $517,496. This represents 0.34% of its overall portfolio holdings.

Number of Shares

6,847

Previous 7,747 11.62%

Holding current value

$517,496

Previous $457 Million 6.52%

% of portfolio

0.34%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$56.1 - $64.74 $50,490 - $58,265	-900 Reduced 11.62%	6,847 $427 Million
Q1 2025 May 12, 2025	BUY	$49.74 - $58.96 $51,381 - $60,905	1,033 Added 15.39%	7,747 $457 Million
Q4 2024 Jan 23, 2025	BUY	$48.37 - $52.65 $2,466 - $2,685	51 Added 0.77%	6,714 $332 Million
Q3 2024 Nov 06, 2024	SELL	$44.06 - $50.5 $8,812 - $10,100	-200 Reduced 2.91%	6,663 $331 Million
Q2 2024 Jul 23, 2024	SELL	$42.46 - $45.89 $10,615 - $11,472	-250 Reduced 3.51%	6,863 $301 Million
Q4 2023 May 07, 2024	BUY	$34.47 - $39.34 $245,185 - $279,825	7,113 New	7,113 $278 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

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $64.1B

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Koa Wealth Management, LLC Ishares Gold Trust Transaction History