Summit Wealth Partners, LLC Ishares Gold Trust Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,515 shares of IAU stock, worth $278,176. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,515
Previous 5,515 -0.0%
Holding current value
$278,176
Previous $242 Million 13.13%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Sep 11, 2024
SELL
$37.66 - $42.01 $1,468 - $1,638
-39 Reduced 0.7%
5,515 $232 Million
Q4 2023

Sep 11, 2024
BUY
$34.47 - $39.34 $191,446 - $218,494
5,554 New
5,554 $217 Million
Q3 2023

Sep 11, 2024
SELL
$34.99 - $37.48 $192,969 - $206,702
-5,515 Closed
0 $0
Q1 2023

Sep 11, 2024
BUY
$34.33 - $37.9 $189,329 - $209,018
5,515 New
5,515 $206 Million
Q2 2022

Sep 11, 2024
SELL
$34.31 - $37.62 $189,219 - $207,474
-5,515 Closed
0 $0
Q1 2022

Sep 11, 2024
BUY
$34.0 - $38.98 $187,510 - $214,974
5,515 New
5,515 $203 Million

Others Institutions Holding IAU

# of Institutions
1,318
Shares Held
357M
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 $42.8B
More about IAU
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