Wcg Wealth Advisors LLC Ishares Gold Trust Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 64,779 shares of IAU stock, worth $4.06 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

64,779

Previous 64,779 -0.0%

Holding current value

$4.06 Million

Previous $3.82 Million -0.0%

% of portfolio

0.32%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$49.74 - $58.96 $1.88 Million - $2.23 Million	37,781 Added 139.94%	64,779 $3.82 Million
Q4 2024 Feb 18, 2025	SELL	$48.37 - $52.65 $42,759 - $46,542	-884 Reduced 3.17%	26,998 $1.34 Million
Q3 2024 Nov 13, 2024	BUY	$44.06 - $50.5 $5,155 - $5,908	117 Added 0.42%	27,882 $1.39 Million
Q2 2024 Aug 12, 2024	SELL	$42.46 - $45.89 $219,857 - $237,618	-5,178 Reduced 15.72%	27,765 $1.22 Million
Q1 2024 May 13, 2024	BUY	$37.66 - $42.01 $221,478 - $247,060	5,881 Added 21.73%	32,943 $1.38 Million
Q4 2023 Feb 08, 2024	SELL	$34.47 - $39.34 $45,845 - $52,322	-1,330 Reduced 4.68%	27,062 $1.06 Million
Q3 2023 Nov 09, 2023	BUY	$34.99 - $37.48 $400,670 - $429,183	11,451 Added 67.59%	28,392 $998,000
Q2 2023 Aug 14, 2023	BUY	$36.15 - $38.86 $50,718 - $54,520	1,403 Added 9.03%	16,941 $616,000
Q1 2023 May 15, 2023	SELL	$34.33 - $37.9 $41,470 - $45,783	-1,208 Reduced 7.21%	15,538 $581,000
Q4 2022 Feb 14, 2023	BUY	$30.88 - $34.6 $15,347 - $17,196	497 Added 3.06%	16,746 $579,000
Q3 2022 Nov 14, 2022	BUY	$30.82 - $34.3 $9,400 - $10,461	305 Added 1.91%	16,249 $512,000
Q2 2022 Aug 23, 2022	BUY	$34.31 - $37.62 $401,392 - $440,116	11,699 Added 275.59%	15,944 $547,000
Q2 2022 Aug 15, 2022	BUY	$34.31 - $37.62 $145,645 - $159,696	4,245 New	4,245 $270,000

Others Institutions Holding IAU

# of Institutions

1,698

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 $53.2B

More about IAU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Ishares Gold Trust Transaction History