A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 6,057 shares of IAU stock, worth $491,525. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,057
Previous 5,232 15.77%
Holding current value
$491,525
Previous $308,000 22.4%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$56.1 - $64.74 $46,282 - $53,410
825 Added 15.77%
6,057 $377,000
Q1 2024

May 14, 2024

BUY
$37.66 - $42.01 $197,037 - $219,796
5,232 New
5,232 $219,000
Q4 2022

Feb 14, 2023

BUY
$30.88 - $34.6 $262,480 - $294,100
8,500 New
8,500 $294,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $68.8B
More about IAU
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