Sound View Wealth Advisors Group, LLC Ishares Gold Trust Transaction History

Sound View Wealth Advisors Group, LLC

$1.34 Billion
Q2 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 28,562 shares of IAU stock, worth $2.12 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

28,562

Previous 28,458 0.37%

Holding current value

$2.12 Million

Previous $1.68 Million 6.2%

% of portfolio

0.13%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$56.1 - $64.74 $5,834 - $6,732	104 Added 0.37%	28,562 $1.78 Million
Q3 2024 Nov 12, 2024	BUY	$44.06 - $50.5 $142,798 - $163,670	3,241 Added 12.85%	28,458 $1.41 Million
Q1 2024 May 09, 2024	SELL	$37.66 - $42.01 $115,955 - $129,348	-3,079 Reduced 10.88%	25,217 $1.06 Million
Q4 2023 Feb 08, 2024	BUY	$34.47 - $39.34 $100,583 - $114,794	2,918 Added 11.5%	28,296 $1.1 Million
Q1 2023 May 12, 2023	BUY	$34.33 - $37.9 $871,226 - $961,826	25,378 New	25,378 $948,000
Q3 2021 Oct 21, 2021	SELL	$32.85 - $34.83 $303,041 - $321,306	-9,225 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$32.9 - $68.08 $303,502 - $628,038	9,225 New	9,225 $311,000

Others Institutions Holding IAU

# of Institutions

1,841

Shares Held

413M

Call Options Held

4.02M

Put Options Held

7.17M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $62.9B

More about IAU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Ishares Gold Trust Transaction History