Aspireon Wealth Advisors Ishares Gold Trust Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Ishares Gold Trust stock. As of the latest transaction made, Aspireon Wealth Advisors holds 267,968 shares of IAU stock, worth $13.7 Million. This represents 5.46% of its overall portfolio holdings.

Number of Shares

267,968

Previous 152,170 76.1%

Holding current value

$13.7 Million

Previous $5.42 Million 84.9%

% of portfolio

5.46%

Previous 2.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	BUY	$34.33 - $37.9 $3.98 Million - $4.39 Million	115,798 Added 76.1%	267,968 $10 Million
Q4 2022 Feb 08, 2023	SELL	$30.88 - $34.6 $105,516 - $118,228	-3,417 Reduced 2.2%	152,170 $5.42 Million
Q3 2022 Nov 18, 2022	BUY	$30.82 - $34.3 $1.44 Million - $1.61 Million	46,796 Added 43.01%	155,587 $4.91 Million
Q3 2022 Nov 15, 2022	SELL	$30.82 - $34.3 $1.31 Million - $1.46 Million	-42,486 Reduced 28.08%	108,791 $11.4 Million
Q2 2022 Jul 29, 2022	BUY	$34.31 - $37.62 $2.12 Million - $2.32 Million	61,751 Added 68.98%	151,277 $5.2 Million
Q1 2022 May 11, 2022	BUY	$34.0 - $38.98 $3.04 Million - $3.49 Million	89,526 New	89,526 $3.3 Million

Others Institutions Holding IAU

# of Institutions

1,299

Shares Held

378M

Call Options Held

5.16M

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 $43.3B

More about IAU

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Aspireon Wealth Advisors Ishares Gold Trust Transaction History