Cascade Financial Partners, LLC Ishares Gold Trust Transaction History

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 16,942 shares of IAU stock, worth $914,359. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,942
Previous 18,092 6.36%
Holding current value
$914,359
Previous $939 Million 10.7%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Feb 07, 2025
SELL
$48.37 - $52.65 $55,625 - $60,547
-1,150 Reduced 6.36%
16,942 $839 Million
Q3 2024

Oct 24, 2024
BUY
$44.06 - $50.5 $6,609 - $7,575
150 Added 0.84%
18,092 $939 Million
Q1 2024

May 14, 2024
BUY
$37.66 - $42.01 $675,695 - $753,743
17,942 New
17,942 $795 Million

Others Institutions Holding IAU

# of Institutions
1,425
Shares Held
365M
Call Options Held
5.12M
Put Options Held
22.4M
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 $45.8B
More about IAU
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