Shared Vision Wealth Group LLC Ishares Gold Trust Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 37,275 shares of IAU stock, worth $2.87 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
37,275
Previous 25,754 44.73%
Holding current value
$2.87 Million
Previous $1.6 Billion 80.38%
% of portfolio
1.22%
Previous 0.8%

Shares

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

Oct 29, 2025
BUY
$61.62 - $72.77 $709,924 - $838,383
11,521 Added 44.73%
37,275 $2.88 Billion
Q2 2025

Aug 07, 2025
SELL
$56.1 - $64.74 $261,818 - $302,141
-4,667 Reduced 15.34%
25,754 $1.6 Billion
Q1 2025

May 02, 2025
BUY
$49.74 - $58.96 $768,433 - $910,873
15,449 Added 103.19%
30,421 $1.79 Billion
Q4 2024

Feb 06, 2025
BUY
$48.37 - $52.65 $724,195 - $788,275
14,972 New
14,972 $741 Million

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
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email