Moulton Wealth Management, Inc Ishares Gold Trust Transaction History

Moulton Wealth Management, Inc

$137 Million
Q3 2025

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 18,759 shares of IAU stock, worth $1.42 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

18,759

Previous 20,052 6.45%

Holding current value

$1.42 Million

Previous $1.25 Million 9.2%

% of portfolio

0.99%

Previous 0.95%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$61.62 - $72.77 $79,674 - $94,091	-1,293 Reduced 6.45%	18,759 $1.37 Million
Q2 2025 Jul 07, 2025	SELL	$56.1 - $64.74 $3.38 Million - $3.9 Million	-60,172 Reduced 75.0%	20,052 $1.25 Million
Q1 2025 Apr 14, 2025	SELL	$49.74 - $58.96 $73,465 - $87,083	-1,477 Reduced 1.81%	80,224 $4.73 Million
Q4 2024 Jan 16, 2025	SELL	$48.37 - $52.65 $158,169 - $172,165	-3,270 Reduced 3.85%	81,701 $4.05 Million
Q3 2024 Oct 17, 2024	SELL	$44.06 - $50.5 $188,312 - $215,837	-4,274 Reduced 4.79%	84,971 $4.22 Million
Q2 2024 Jul 16, 2024	SELL	$42.46 - $45.89 $80,971 - $87,512	-1,907 Reduced 2.09%	89,245 $3.92 Million
Q1 2024 Apr 10, 2024	SELL	$37.66 - $42.01 $24,177 - $26,970	-642 Reduced 0.7%	91,152 $3.83 Million
Q4 2023 Jan 10, 2024	BUY	$34.47 - $39.34 $1.23 Million - $1.4 Million	35,610 Added 63.38%	91,794 $3.58 Million
Q3 2023 Oct 11, 2023	SELL	$34.99 - $37.48 $506,970 - $543,047	-14,489 Reduced 20.5%	56,184 $1.97 Million
Q2 2023 Jul 13, 2023	BUY	$36.15 - $38.86 $2.55 Million - $2.75 Million	70,673 New	70,673 $2.57 Million
Q1 2022 Apr 19, 2022	BUY	$34.0 - $38.98 $634,610 - $727,561	18,665 Added 13.32%	158,777 $5.8 Million
Q4 2021 Jan 12, 2022	SELL	$33.36 - $35.53 $1.95 Million - $2.07 Million	-58,362 Reduced 29.41%	140,112 $4.84 Million
Q3 2021 Oct 12, 2021	BUY	$32.85 - $34.83 $6.52 Million - $6.91 Million	198,474 New	198,474 $6.65 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

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Account

Moulton Wealth Management, Inc Ishares Gold Trust Transaction History