Trademark Financial Management, LLC Ishares Gold Trust Transaction History

Trademark Financial Management, LLC

$131 Billion
Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Trademark Financial Management, LLC holds 53,371 shares of IAU stock, worth $3.21 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

53,371

Previous 52,538 1.59%

Holding current value

$3.21 Million

Previous $2.6 Billion 20.98%

% of portfolio

2.4%

Previous 2.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$49.74 - $58.96 $41,433 - $49,113	833 Added 1.59%	53,371 $3.15 Billion
Q4 2024 Jan 30, 2025	SELL	$48.37 - $52.65 $6,142 - $6,686	-127 Reduced 0.24%	52,538 $2.6 Billion
Q3 2024 Oct 31, 2024	BUY	$44.06 - $50.5 $91,160 - $104,484	2,069 Added 4.09%	52,665 $2.62 Billion
Q2 2024 Jul 30, 2024	BUY	$42.46 - $45.89 $105,513 - $114,036	2,485 Added 5.17%	50,596 $2.22 Billion
Q1 2024 May 07, 2024	BUY	$37.66 - $42.01 $391,438 - $436,651	10,394 Added 27.56%	48,111 $2.02 Billion
Q4 2023 Feb 13, 2024	BUY	$34.47 - $39.34 $1.3 Million - $1.48 Million	37,717 New	37,717 $1.47 Billion

Others Institutions Holding IAU

# of Institutions

1,693

Shares Held

411M

Call Options Held

3.07M

Put Options Held

7.07M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $51.1B

More about IAU

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Trademark Financial Management, LLC Ishares Gold Trust Transaction History