Lm Advisors LLC Ishares Gold Trust Transaction History

Lm Advisors LLC

$555 Million
Q1 2025

A detailed history of Lm Advisors LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Lm Advisors LLC holds 56,142 shares of IAU stock, worth $3.57 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

56,142

Previous 52,347 7.25%

Holding current value

$3.57 Million

Previous $2.59 Million 27.7%

% of portfolio

0.6%

Previous 0.46%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$49.74 - $58.96 $188,763 - $223,753	3,795 Added 7.25%	56,142 $3.31 Million
Q4 2024 Feb 12, 2025	SELL	$48.37 - $52.65 $48 - $52	-1 Reduced -0.0%	52,347 $2.59 Million
Q3 2024 Nov 07, 2024	SELL	$44.06 - $50.5 $19,827 - $22,725	-450 Reduced 0.85%	52,348 $2.6 Million
Q4 2023 Feb 14, 2024	BUY	$34.47 - $39.34 $1.82 Million - $2.08 Million	52,798 New	52,798 $2.06 Billion

Others Institutions Holding IAU

# of Institutions

1,715

Shares Held

405M

Call Options Held

2.47M

Put Options Held

7.09M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $53.9B

More about IAU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lm Advisors LLC with notifications on news.

Account