A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 462 shares of IAU stock, worth $35,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares
462
Previous 140 230.0%
Holding current value
$35,749
Previous $8,000 312.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2025

BUY
$61.62 - $72.77 $19,841 - $23,431
322 Added 230.0%
462 $33,000
Q2 2024

Jul 17, 2024

SELL
$42.46 - $45.89 $1,231 - $1,330
-29 Reduced 17.16%
140 $6,000
Q1 2022

Apr 07, 2022

BUY
$34.0 - $38.98 $986 - $1,130
29 Added 20.71%
169 $6,000
Q2 2021

Jul 14, 2021

BUY
$32.9 - $68.08 $4,606 - $9,531
140 New
140 $4,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $65.6B
More about IAU
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.