Sterling Financial Planning, Inc. Ishares Gold Trust Transaction History

Sterling Financial Planning, Inc.

  • $289 Million
  • Q2 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 279,688 shares of IAU stock, worth $17.6 Million. This represents 6.03% of its overall portfolio holdings.

Number of Shares
279,688
Previous 304,027 8.01%
Holding current value
$17.6 Million
Previous $17.9 Million 2.7%
% of portfolio
6.03%
Previous 6.73%

Shares

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

Jul 28, 2025
SELL
$56.1 - $64.74 $1.37 Million - $1.58 Million
-24,339 Reduced 8.01%
279,688 $17.4 Million
Q1 2025

Apr 28, 2025
SELL
$49.74 - $58.96 $517,494 - $613,419
-10,404 Reduced 3.31%
304,027 $17.9 Million
Q4 2024

Jan 31, 2025
SELL
$48.37 - $52.65 $748,525 - $814,758
-15,475 Reduced 4.69%
314,431 $15.6 Million
Q3 2024

Oct 31, 2024
BUY
$44.06 - $50.5 $23,968 - $27,472
544 Added 0.17%
329,906 $16.4 Million
Q2 2024

Jul 30, 2024
SELL
$42.46 - $45.89 $795,785 - $860,070
-18,742 Reduced 5.38%
329,362 $14.5 Million
Q1 2024

May 06, 2024
BUY
$37.66 - $42.01 $88,990 - $99,269
2,363 Added 0.68%
348,104 $14.6 Million
Q4 2023

Jan 31, 2024
SELL
$34.47 - $39.34 $9,686 - $11,054
-281 Reduced 0.08%
345,741 $13.5 Million
Q3 2023

Nov 03, 2023
BUY
$34.99 - $37.48 $43,842 - $46,962
1,253 Added 0.36%
346,022 $12.1 Million
Q2 2023

Jul 28, 2023
SELL
$36.15 - $38.86 $107,618 - $115,686
-2,977 Reduced 0.86%
344,769 $12.5 Million
Q1 2023

May 03, 2023
BUY
$34.33 - $37.9 $336,880 - $371,912
9,813 Added 2.9%
347,746 $13 Million
Q4 2022

Feb 06, 2023
BUY
$30.88 - $34.6 $347,060 - $388,869
11,239 Added 3.44%
337,933 $11.7 Million
Q3 2022

Nov 01, 2022
BUY
$30.82 - $34.3 $1.67 Million - $1.85 Million
54,078 Added 19.84%
326,694 $10.3 Million
Q2 2022

Jul 27, 2022
BUY
$34.31 - $37.62 $88,862 - $97,435
2,590 Added 0.96%
272,616 $9.35 Million
Q1 2022

May 10, 2022
BUY
$34.0 - $38.98 $951,422 - $1.09 Million
27,983 Added 11.56%
270,026 $9.95 Million
Q4 2021

Feb 02, 2022
BUY
$33.36 - $35.53 $630,437 - $671,445
18,898 Added 8.47%
242,043 $8.43 Million
Q3 2021

Oct 28, 2021
BUY
$32.85 - $34.83 $543,963 - $576,749
16,559 Added 8.02%
223,145 $7.46 Million
Q2 2021

Aug 02, 2021
BUY
$32.9 - $68.08 $6.8 Million - $14.1 Million
206,586 New
206,586 $6.96 Million

Others Institutions Holding IAU

# of Institutions
1,724
Shares Held
407M
Call Options Held
2.47M
Put Options Held
7.09M
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 $53.5B
More about IAU
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