Birchcreek Wealth Management, LLC Ishares Gold Trust Transaction History

Birchcreek Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$37.66 - $42.01 $26,324 - $29,364	-699 Reduced 6.66%	9,803 $411,000
Q4 2023 Feb 05, 2024	SELL	$34.47 - $39.34 $225,571 - $257,440	-6,544 Reduced 38.39%	10,502 $409,000
Q3 2023 Oct 23, 2023	SELL	$34.99 - $37.48 $602,912 - $645,817	-17,231 Reduced 50.27%	17,046 $596,000
Q2 2023 Jul 20, 2023	SELL	$36.15 - $38.86 $158,915 - $170,828	-4,396 Reduced 11.37%	34,277 $1.25 Million
Q1 2023 May 01, 2023	SELL	$34.33 - $37.9 $242,644 - $267,877	-7,068 Reduced 15.45%	38,673 $1.45 Million
Q4 2022 Feb 06, 2023	BUY	$30.88 - $34.6 $13,371 - $14,981	433 Added 0.96%	45,741 $1.58 Million
Q3 2022 Nov 14, 2022	BUY	$30.82 - $34.3 $136,409 - $151,811	4,426 Added 10.83%	45,308 $1.43 Million
Q2 2022 Aug 12, 2022	BUY	$34.31 - $37.62 $1.4 Million - $1.54 Million	40,882 New	40,882 $1.4 Million
Q1 2022 May 13, 2022	SELL	$34.0 - $38.98 $1.08 Million - $1.24 Million	-31,777 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$33.36 - $35.53 $29,123 - $31,017	-873 Reduced 2.67%	31,777 $1.11 Million
Q3 2021 Nov 16, 2021	BUY	$32.85 - $34.83 $1.07 Million - $1.14 Million	32,650 New	32,650 $1.09 Million

1,320

357M

5.12M

22.4M

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

Stay updated on Birchcreek Wealth Management, LLC with notifications on news.