Principle Wealth Partners LLC Ishares Gold Trust Transaction History

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025

A detailed history of Principle Wealth Partners LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Principle Wealth Partners LLC holds 18,557 shares of IAU stock, worth $1.51 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,557
Previous 17,209 7.83%
Holding current value
$1.51 Million
Previous $1.01 Million 14.1%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 30, 2025
BUY
$56.1 - $64.74 $75,622 - $87,269
1,348 Added 7.83%
18,557 $1.16 Million
Q1 2025

May 06, 2025
BUY
$49.74 - $58.96 $37,305 - $44,220
750 Added 4.56%
17,209 $1.01 Million
Q2 2024

Aug 13, 2024
BUY
$42.46 - $45.89 $19,489 - $21,063
459 Added 2.87%
16,459 $723,000
Q4 2022

Feb 02, 2023
SELL
$30.88 - $34.6 $3,736 - $4,186
-121 Reduced 0.75%
16,000 $553,000
Q3 2022

Nov 14, 2022
SELL
$30.82 - $34.3 $24,840 - $27,645
-806 Reduced 4.76%
16,121 $508,000
Q2 2021

Aug 13, 2021
BUY
$32.9 - $68.08 $556,898 - $1.15 Million
16,927 New
16,927 $571,000

Others Institutions Holding IAU

# of Institutions
1,773
Shares Held
414M
Call Options Held
4.09M
Put Options Held
7.17M
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 $68.8B
More about IAU
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