Wells Financial Advisors Inc Ishares Gold Trust Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,400 shares of IAU stock, worth $185,712. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,000 20.0%
Holding current value
$185,712
Previous $124,000 40.32%
% of portfolio
0.24%
Previous 0.17%

Shares

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

Oct 20, 2025
BUY
$61.62 - $72.77 $24,648 - $29,108
400 Added 20.0%
2,400 $174,000
Q4 2024

Feb 11, 2025
BUY
$48.37 - $52.65 $96,740 - $105,300
2,000 New
2,000 $99,000

Others Institutions Holding IAU

# of Institutions
1,796
Shares Held
416M
Call Options Held
4.09M
Put Options Held
7.17M
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 $65.6B
More about IAU
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