Reuter James Wealth Management, LLC Ishares Gold Trust Transaction History

Reuter James Wealth Management, LLC

$552 Million
Q1 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 538,059 shares of IAU stock, worth $34 Million. This represents 5.75% of its overall portfolio holdings.

Number of Shares

538,059

Previous 520,151 3.44%

Holding current value

$34 Million

Previous $25.8 Million 23.19%

% of portfolio

5.75%

Previous 4.81%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$49.74 - $58.96 $890,743 - $1.06 Million	17,908 Added 3.44%	538,059 $31.7 Million
Q4 2024 Jan 24, 2025	BUY	$48.37 - $52.65 $1.03 Million - $1.13 Million	21,394 Added 4.29%	520,151 $25.8 Million
Q3 2024 Nov 08, 2024	BUY	$44.06 - $50.5 $1.78 Million - $2.04 Million	40,356 Added 8.8%	498,757 $24.8 Million
Q2 2024 Aug 01, 2024	SELL	$42.46 - $45.89 $264,058 - $285,389	-6,219 Reduced 1.34%	458,401 $20.1 Million
Q1 2024 May 06, 2024	SELL	$37.66 - $42.01 $319,055 - $355,908	-8,472 Reduced 1.79%	464,620 $19.5 Million
Q4 2023 Apr 08, 2024	BUY	$34.47 - $39.34 $3.79 Million - $4.33 Million	110,034 Added 30.31%	473,092 $18.5 Million
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $12.7 Million - $13.6 Million	363,058 New	363,058 $12.7 Million
Q1 2023 May 10, 2023	BUY	$34.33 - $37.9 $2.52 Million - $2.78 Million	73,326 Added 32.33%	300,133 $11.2 Million
Q4 2022 Feb 06, 2023	SELL	$30.88 - $34.6 $7.57 Million - $8.48 Million	-245,056 Reduced 51.93%	226,807 $7.85 Million
Q3 2022 Nov 04, 2022	BUY	$30.82 - $34.3 $253,864 - $282,529	8,237 Added 1.78%	471,863 $14.9 Million
Q2 2022 Aug 09, 2022	SELL	$34.31 - $37.62 $240,581 - $263,791	-7,012 Reduced 1.49%	463,626 $15.9 Million
Q1 2022 Apr 14, 2022	BUY	$34.0 - $38.98 $4.84 Million - $5.55 Million	142,391 Added 43.38%	470,638 $17.3 Million
Q4 2021 Jan 25, 2022	BUY	$33.36 - $35.53 $11 Million - $11.7 Million	328,247 New	328,247 $11.4 Million

Others Institutions Holding IAU

# of Institutions

1,601

Shares Held

387M

Call Options Held

5.69M

Put Options Held

23.2M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $53.6B

More about IAU

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Reuter James Wealth Management, LLC Ishares Gold Trust Transaction History