Bartlett & Co. Wealth Management LLC Ishares Gold Trust Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.59 Trillion
  • Q2 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,220 shares of IAU stock, worth $60,634. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,220
Previous 1,473 17.18%
Holding current value
$60,634
Previous $61.9 Million 13.39%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$42.46 - $45.89 $10,742 - $11,610
-253 Reduced 17.18%
1,220 $53.6 Million
Q3 2023

Feb 14, 2024
BUY
$34.99 - $37.48 $6,683 - $7,158
191 Added 14.9%
1,473 $51.5 Million
Q4 2022

Feb 14, 2024
SELL
$30.88 - $34.6 $29,521 - $33,077
-956 Reduced 42.72%
1,282 $44.3 Million
Q3 2022

Feb 14, 2024
BUY
$30.82 - $34.3 $30,511 - $33,957
990 Added 79.33%
2,238 $70.6 Million
Q1 2022

Feb 14, 2024
BUY
$34.0 - $38.98 $42,432 - $48,647
1,248 New
1,248 $46 Million

Others Institutions Holding IAU

# of Institutions
1,259
Shares Held
375M
Call Options Held
5.19M
Put Options Held
28.3M
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 $42.2B
More about IAU
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