Archetype Wealth Partners Ishares Gold Trust Transaction History

Archetype Wealth Partners

$618 Million
Q2 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Gold Trust stock. As of the latest transaction made, Archetype Wealth Partners holds 213,859 shares of IAU stock, worth $10.7 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

213,859

Previous 197,099 8.5%

Holding current value

$10.7 Million

Previous $8.28 Million 13.47%

% of portfolio

1.52%

Previous 1.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$42.46 - $45.89 $711,629 - $769,116	16,760 Added 8.5%	213,859 $9.4 Million
Q1 2024 May 14, 2024	BUY	$37.66 - $42.01 $119,796 - $133,633	3,181 Added 1.64%	197,099 $8.28 Million
Q4 2023 Feb 14, 2024	BUY	$34.47 - $39.34 $207,302 - $236,590	6,014 Added 3.2%	193,918 $7.57 Million
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $48,811 - $52,284	1,395 Added 0.75%	187,904 $6.58 Million
Q2 2023 Aug 14, 2023	BUY	$36.15 - $38.86 $1.71 Million - $1.84 Million	47,316 Added 33.99%	186,509 $6.79 Million
Q1 2023 May 10, 2023	BUY	$34.33 - $37.9 $4.78 Million - $5.28 Million	139,193 New	139,193 $5.2 Million

Others Institutions Holding IAU

# of Institutions

1,264

Shares Held

375M

Call Options Held

5.19M

Put Options Held

28.3M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.5B

More about IAU

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Archetype Wealth Partners Ishares Gold Trust Transaction History