Wealth Enhancement Advisory Services, LLC Ishares Gold Trust Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 413,772 shares of IAU stock, worth $32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

413,772

Previous 357,429 15.76%

Holding current value

$32 Million

Previous $21.1 Million 22.44%

% of portfolio

0.05%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$56.1 - $64.74 $3.16 Million - $3.65 Million	56,343 Added 15.76%	413,772 $25.8 Million
Q1 2025 Apr 16, 2025	BUY	$49.74 - $58.96 $2.7 Million - $3.2 Million	54,196 Added 17.87%	357,429 $21.1 Million
Q4 2024 Mar 17, 2025	BUY	$48.37 - $52.65 $4 Million - $4.35 Million	82,645 Added 37.47%	303,233 $15 Million
Q4 2024 Jan 10, 2025	BUY	$48.37 - $52.65 $13,930 - $15,163	288 Added 0.13%	220,588 $10.9 Million
Q3 2024 Oct 23, 2024	BUY	$44.06 - $50.5 $42,826 - $49,086	972 Added 0.44%	220,300 $10.9 Million
Q2 2024 Jul 16, 2024	SELL	$42.46 - $45.89 $100,460 - $108,575	-2,366 Reduced 1.07%	219,328 $9.64 Million
Q1 2024 Apr 15, 2024	SELL	$37.66 - $42.01 $376,449 - $419,931	-9,996 Reduced 4.31%	221,694 $9.31 Million
Q4 2023 Jan 30, 2024	SELL	$34.47 - $39.34 $924,623 - $1.06 Million	-26,824 Reduced 10.38%	231,690 $9.04 Million
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $7.81 Million - $8.36 Million	223,125 Added 630.49%	258,514 $9.05 Million
Q2 2023 Jul 21, 2023	SELL	$36.15 - $38.86 $716,818 - $770,554	-19,829 Reduced 35.91%	35,389 $1.29 Million
Q1 2023 Apr 25, 2023	BUY	$34.33 - $37.9 $1.9 Million - $2.09 Million	55,218 New	55,218 $2.06 Million

Others Institutions Holding IAU

# of Institutions

1,794

Shares Held

416M

Call Options Held

4.09M

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 $65.6B

More about IAU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Ishares Gold Trust Transaction History