Roger Wittlin Investment Advisory, LLC Ishares Gold Trust Transaction History

Roger Wittlin Investment Advisory, LLC

  • $178 Million
  • Q3 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 34,334 shares of IAU stock, worth $2.64 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
34,334
Previous 9,130 276.06%
Holding current value
$2.64 Million
Previous $569,000 339.02%
% of portfolio
1.41%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$61.62 - $72.77 $1.55 Million - $1.83 Million
25,204 Added 276.06%
34,334 $2.5 Million
Q2 2025

Jul 15, 2025
BUY
$56.1 - $64.74 $277,807 - $320,592
4,952 Added 118.53%
9,130 $569,000
Q3 2024

Nov 08, 2024
BUY
$44.06 - $50.5 $184,082 - $210,989
4,178 New
4,178 $207,000

Others Institutions Holding IAU

# of Institutions
1,892
Shares Held
448M
Call Options Held
4.27M
Put Options Held
9.14M
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 $65.3B
More about IAU
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