A detailed history of Uma Financial Services, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,443 shares of IAU stock, worth $111,082. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,443
Previous 1,381 4.49%
Holding current value
$111,082
Previous $86,000 22.09%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 04, 2025

BUY
$61.62 - $72.77 $3,820 - $4,511
62 Added 4.49%
1,443 $105,000
Q2 2025

Jul 11, 2025

BUY
$56.1 - $64.74 $44,206 - $51,015
788 Added 132.88%
1,381 $86,000
Q4 2024

Feb 12, 2025

BUY
$48.37 - $52.65 $28,683 - $31,221
593 New
593 $29,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


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