Beaird Harris Wealth Management, LLC Ishares Gold Trust Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q3 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 3,014 shares of IAU stock, worth $157,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,014

Previous 3,014 -0.0%

Holding current value

$157,662

Previous $132,000 12.88%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$37.66 - $42.01 $23,537 - $26,256	625 Added 26.16%	3,014 $126,000
Q4 2023 Feb 27, 2024	SELL	$34.47 - $39.34 $49,292 - $56,256	-1,430 Reduced 37.44%	2,389 $93,000
Q3 2023 Nov 15, 2023	BUY	$34.99 - $37.48 $19,174 - $20,539	548 Added 16.75%	3,819 $133,000
Q2 2023 Jul 26, 2023	BUY	$36.15 - $38.86 $1,662 - $1,787	46 Added 1.43%	3,271 $119,000
Q4 2022 Feb 14, 2023	SELL	$30.88 - $34.6 $10,808 - $12,110	-350 Reduced 9.79%	3,225 $111,000
Q3 2022 Nov 02, 2022	BUY	$30.82 - $34.3 $20,217 - $22,500	656 Added 22.47%	3,575 $113,000
Q2 2022 Aug 12, 2022	BUY	$34.31 - $37.62 $49,063 - $53,796	1,430 Added 96.04%	2,919 $100,000
Q4 2021 May 17, 2022	BUY	$33.36 - $35.53 $49,673 - $52,904	1,489 New	1,489 $52,000

Others Institutions Holding IAU

# of Institutions

1,357

Shares Held

358M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $44.4B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Account

Beaird Harris Wealth Management, LLC Ishares Gold Trust Transaction History