Roger Wittlin Investment Advisory, LLC Ishares Gold Trust Transaction History

Roger Wittlin Investment Advisory, LLC

  • $177 Million
  • Q2 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 9,130 shares of IAU stock, worth $695,888. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,130
Previous 4,178 118.53%
Holding current value
$695,888
Previous $246,000 131.3%
% of portfolio
0.32%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,759
Shares Held
412M
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 $64.6B
More about IAU
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