Cassaday & CO Wealth Management LLC Ishares Gold Trust Transaction History

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,195 shares of IAU stock, worth $280,374. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,195
Previous 5,716 9.11%
Holding current value
$280,374
Previous $284,000 9.51%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$48.37 - $52.65 $25,200 - $27,430
-521 Reduced 9.11%
5,195 $257,000
Q3 2024

Nov 07, 2024
BUY
$44.06 - $50.5 $251,846 - $288,658
5,716 New
5,716 $284,000
Q2 2023

Aug 07, 2023
SELL
$36.15 - $38.86 $7,338 - $7,888
-203 Reduced 3.01%
6,539 $237,000
Q1 2023

May 03, 2023
BUY
$34.33 - $37.9 $231,452 - $255,521
6,742 New
6,742 $251,000

Others Institutions Holding IAU

# of Institutions
1,425
Shares Held
365M
Call Options Held
5.12M
Put Options Held
22.4M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $45.8B
More about IAU
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email