Life Plan Financial, LLC Ishares Gold Trust Transaction History

Life Plan Financial, LLC

$113 Billion
Q4 2024

A detailed history of Life Plan Financial, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Life Plan Financial, LLC holds 180,918 shares of IAU stock, worth $9.36 Million. This represents 7.91% of its overall portfolio holdings.

Number of Shares

180,918

Previous 189,439 4.5%

Holding current value

$9.36 Million

Previous $9.42 Billion 4.86%

% of portfolio

7.91%

Previous 8.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$48.37 - $52.65 $412,160 - $448,630	-8,521 Reduced 4.5%	180,918 $8.96 Billion
Q3 2024 Oct 03, 2024	SELL	$44.06 - $50.5 $162,933 - $186,749	-3,698 Reduced 1.91%	189,439 $9.42 Billion
Q2 2024 Jul 30, 2024	SELL	$42.46 - $45.89 $194,296 - $209,992	-4,576 Reduced 2.31%	193,137 $8.48 Billion
Q1 2024 Apr 30, 2024	BUY	$37.66 - $42.01 $188,299 - $210,050	5,000 Added 2.59%	197,713 $8.31 Billion
Q4 2023 Jan 30, 2024	BUY	$34.47 - $39.34 $6.64 Million - $7.58 Million	192,713 New	192,713 $7.52 Billion

Others Institutions Holding IAU

# of Institutions

1,330

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $43.9B

More about IAU

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Life Plan Financial, LLC Ishares Gold Trust Transaction History