A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 6,183 shares of IAU stock, worth $466,136. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,183
Previous 6,577 5.99%
Holding current value
$466,136
Previous $410,000 9.51%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 22, 2025

SELL
$61.62 - $72.77 $24,278 - $28,671
-394 Reduced 5.99%
6,183 $449,000
Q2 2025

Jul 30, 2025

SELL
$56.1 - $64.74 $5,610 - $6,473
-100 Reduced 1.5%
6,577 $410,000
Q1 2025

May 06, 2025

SELL
$49.74 - $58.96 $3,481 - $4,127
-70 Reduced 1.04%
6,677 $393,000
Q4 2024

Jan 24, 2025

BUY
$48.37 - $52.65 $54,126 - $58,915
1,119 Added 19.88%
6,747 $334,000
Q3 2024

Nov 06, 2024

BUY
$44.06 - $50.5 $247,969 - $284,214
5,628 New
5,628 $279,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $63.9B
More about IAU
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.