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 $432,045. This represents 0.34% of its overall portfolio holdings.

Number of Shares
6,847
Previous 7,747 11.62%
Holding current value
$432,045
Previous $457 Million 6.52%
% of portfolio
0.34%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $53.5B
More about IAU
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