A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,040,264 shares of IAU stock, worth $53.8 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
1,040,264
Previous 881,367 18.03%
Holding current value
$53.8 Million
Previous $38.7 Million 33.53%
% of portfolio
1.32%
Previous 1.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$44.06 - $50.5 $7 Million - $8.02 Million
158,897 Added 18.03%
1,040,264 $51.7 Million
Q2 2024

Aug 09, 2024

SELL
$42.46 - $45.89 $531,089 - $573,992
-12,508 Reduced 1.4%
881,367 $38.7 Million
Q1 2024

May 14, 2024

SELL
$37.66 - $42.01 $2.02 Million - $2.25 Million
-53,666 Reduced 5.66%
893,875 $37.6 Million
Q4 2023

Feb 06, 2024

SELL
$34.47 - $39.34 $5.52 Million - $6.3 Million
-160,201 Reduced 14.46%
947,541 $37 Million
Q3 2023

Nov 14, 2023

BUY
$34.99 - $37.48 $33.1 Million - $35.5 Million
946,138 Added 585.47%
1,107,742 $38.8 Million
Q2 2023

Aug 08, 2023

SELL
$36.15 - $38.86 $189,859 - $204,092
-5,252 Reduced 3.15%
161,604 $5.88 Million
Q1 2023

May 03, 2023

SELL
$34.33 - $37.9 $283,840 - $313,357
-8,268 Reduced 4.72%
166,856 $6.24 Million
Q4 2022

Feb 16, 2023

SELL
$30.88 - $34.6 $89,613 - $100,409
-2,902 Reduced 1.63%
175,124 $6.06 Million
Q4 2022

Feb 14, 2023

BUY
$30.88 - $34.6 $926,060 - $1.04 Million
29,989 Added 20.26%
178,026 $6.16 Million
Q3 2022

Nov 14, 2022

SELL
$30.82 - $34.3 $909,559 - $1.01 Million
-29,512 Reduced 16.62%
148,037 $4.67 Million
Q2 2022

Aug 11, 2022

SELL
$34.31 - $37.62 $196,630 - $215,600
-5,731 Reduced 3.13%
177,549 $6.09 Million
Q1 2022

Aug 11, 2022

SELL
$34.0 - $38.98 $202,912 - $232,632
-5,968 Reduced 3.15%
183,280 $6.75 Million
Q4 2021

Aug 11, 2022

BUY
$33.36 - $35.53 $6.31 Million - $6.72 Million
189,248 New
189,248 $6.59 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.8B
More about IAU
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