Shore Haven Wealth Partners, LLC Ishares Gold Trust Transaction History

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 60,475 shares of IAU stock, worth $4.99 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
60,475
Previous 55,752 8.47%
Holding current value
$4.99 Million
Previous $3.29 Million 14.72%
% of portfolio
1.72%
Previous 1.72%

Shares

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

Jul 29, 2025
BUY
$56.1 - $64.74 $264,960 - $305,767
4,723 Added 8.47%
60,475 $3.77 Million
Q1 2025

May 06, 2025
BUY
$49.74 - $58.96 $1.67 Million - $1.98 Million
33,603 Added 151.71%
55,752 $3.29 Million
Q4 2024

Jan 29, 2025
BUY
$48.37 - $52.65 $1.07 Million - $1.17 Million
22,149 New
22,149 $1.1 Million
Q3 2021

Oct 28, 2021
SELL
$32.85 - $34.83 $240,889 - $255,408
-7,333 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$32.9 - $68.08 $241,255 - $499,230
7,333 New
7,333 $247,000

Others Institutions Holding IAU

# of Institutions
1,780
Shares Held
415M
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 $70B
More about IAU
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