All Gen Financial Advisors, Inc. Ishares Gold Trust Transaction History

All Gen Financial Advisors, Inc.

$298 Billion
Q4 2024

A detailed history of All Gen Financial Advisors, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, All Gen Financial Advisors, Inc. holds 395,101 shares of IAU stock, worth $21.5 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares

395,101

Previous 403,803 2.16%

Holding current value

$21.5 Million

Previous $20.1 Billion 2.53%

% of portfolio

6.57%

Previous 6.51%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$48.37 - $52.65 $420,915 - $458,160	-8,702 Reduced 2.16%	395,101 $19.6 Billion
Q3 2024 Oct 24, 2024	BUY	$44.06 - $50.5 $286,566 - $328,452	6,504 Added 1.64%	403,803 $20.1 Billion
Q2 2024 Aug 12, 2024	BUY	$42.46 - $45.89 $2.53 Million - $2.74 Million	59,642 Added 17.66%	397,299 $17.5 Billion
Q1 2024 Apr 23, 2024	BUY	$37.66 - $42.01 $320,599 - $357,631	8,513 Added 2.59%	337,657 $14.2 Billion
Q4 2023 Feb 06, 2024	BUY	$34.47 - $39.34 $11.3 Million - $12.9 Million	329,144 New	329,144 $12.8 Billion
Q4 2022 Feb 14, 2023	SELL	$30.88 - $34.6 $9.22 Million - $10.3 Million	-298,512 Closed	0 $0
Q3 2022 Feb 14, 2023	BUY	$30.82 - $34.3 $2.65 Million - $2.95 Million	85,942 Added 40.43%	298,512 $8.66 Billion
Q2 2022 Feb 14, 2023	BUY	$34.31 - $37.62 $7.29 Million - $8 Million	212,570 New	212,570 $6.86 Billion
Q3 2021 Feb 14, 2023	SELL	$32.85 - $34.83 $14.5 Million - $15.3 Million	-440,265 Closed	0 $0
Q2 2021 Feb 14, 2023	SELL	$32.9 - $68.08 $16.5 Million - $34.2 Million	-501,928 Reduced 53.27%	440,265 $14.8 Billion
Q1 2021 Feb 14, 2023	BUY	$32.04 - $37.18 $364,198 - $422,625	11,367 Added 1.22%	942,193 $15.3 Billion
Q4 2020 Feb 14, 2023	BUY	$33.9 - $37.22 $31.6 Million - $34.6 Million	930,826 New	930,826 $16.9 Billion

Others Institutions Holding IAU

# of Institutions

1,523

Shares Held

382M

Call Options Held

5.69M

Put Options Held

23.2M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $46.2B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of All Gen Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on All Gen Financial Advisors, Inc. with notifications on news.

Account

All Gen Financial Advisors, Inc. Ishares Gold Trust Transaction History