A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,372 shares of IAU stock, worth $374,350. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,372
Previous 7,372 -0.0%
Holding current value
$374,350
Previous $324 Million 13.13%
% of portfolio
0.2%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$37.66 - $42.01 $12,804 - $14,283
340 Added 4.84%
7,372 $310 Million
Q4 2023

Feb 14, 2024

BUY
$34.47 - $39.34 $242,393 - $276,638
7,032 New
7,032 $274 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.1B
More about IAU
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management 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 Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.