Kingswood Wealth Advisors, LLC Ishares Gold Trust Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,077 shares of IAU stock, worth $1.63 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

31,077

Holding current value

$1.63 Million

% of portfolio

0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$48.37 - $52.65 $1.5 Million - $1.64 Million	31,077 New	31,077 $1.54 Billion
Q2 2024 Jul 09, 2024	BUY	$42.46 - $45.89 $1,019 - $1,101	24 Added 0.13%	19,037 $836 Million
Q1 2024 Apr 15, 2024	SELL	$37.66 - $42.01 $19,583 - $21,845	-520 Reduced 2.66%	19,013 $799 Million
Q4 2023 Jan 16, 2024	BUY	$34.47 - $39.34 $451,591 - $515,393	13,101 Added 203.68%	19,533 $762 Million
Q3 2023 Oct 23, 2023	SELL	$34.99 - $37.48 $1.1 Million - $1.18 Million	-31,377 Reduced 82.99%	6,432 $434 Million
Q2 2023 Aug 09, 2023	BUY	$36.15 - $38.86 $1.37 Million - $1.47 Million	37,809 New	37,809 $1.38 Billion

Others Institutions Holding IAU

# of Institutions

1,357

Shares Held

358M

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 $44.4B

More about IAU

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Kingswood Wealth Advisors, LLC Ishares Gold Trust Transaction History