Shore Haven Wealth Partners, LLC Ishares Gold Trust Transaction History

Shore Haven Wealth Partners, LLC

$237 Million
Q3 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 67,412 shares of IAU stock, worth $5.19 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

67,412

Previous 60,475 11.47%

Holding current value

$5.19 Million

Previous $3.77 Million 30.07%

% of portfolio

2.07%

Previous 1.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$61.62 - $72.77 $427,457 - $504,805	6,937 Added 11.47%	67,412 $4.91 Million
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

1,892

Shares Held

448M

Call Options Held

4.27M

Put Options Held

9.14M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $65.3B

More about IAU

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Shore Haven Wealth Partners, LLC Ishares Gold Trust Transaction History