A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 5,776 shares of IAU stock, worth $278,114. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,776
Previous 5,951 2.94%
Holding current value
$278,114
Previous $250,000 1.2%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$42.46 - $45.89 $7,430 - $8,030
-175 Reduced 2.94%
5,776 $253,000
Q4 2023

Jan 25, 2024

BUY
$34.47 - $39.34 $103 - $118
3 Added 0.05%
5,951 $232,000
Q3 2023

Oct 30, 2023

SELL
$34.99 - $37.48 $314 - $337
-9 Reduced 0.15%
5,948 $208,000
Q3 2021

Nov 10, 2021

SELL
$32.85 - $34.83 $24,210 - $25,669
-737 Reduced 11.01%
5,957 $199,000
Q2 2021

Aug 05, 2021

BUY
$32.9 - $68.08 $220,232 - $455,727
6,694 New
6,694 $226,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $40.8B
More about IAU
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