A detailed history of Ipsen Advisor Group LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 39,993 shares of IAU stock, worth $2.18 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
39,993
Previous 28,668 39.5%
Holding current value
$2.18 Million
Previous $992 Million 99.67%
% of portfolio
1.69%
Previous 1.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
$48.37 - $52.65 $547,790 - $596,261
11,325 Added 39.5%
39,993 $1.98 Billion
Q4 2022

Feb 10, 2023

BUY
$30.88 - $34.6 $885,267 - $991,912
28,668 New
28,668 $992 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $46.2B
More about IAU
Track This Portfolio

Track Ipsen Advisor Group LLC Portfolio

Follow Ipsen Advisor Group 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 Ipsen Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ipsen Advisor Group LLC with notifications on news.