Circle Wealth Management, LLC Ishares Gold Trust Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

A detailed history of Circle Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Circle Wealth Management, LLC holds 792,348 shares of IAU stock, worth $39.6 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
792,348
Previous 792,348 -0.0%
Holding current value
$39.6 Million
Previous $34.8 Million 13.14%
% of portfolio
0.87%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$37.66 - $42.01 $3,765 - $4,201
-100 Reduced 0.01%
792,348 $33.3 Million
Q4 2023

Feb 14, 2024
BUY
$34.47 - $39.34 $21.2 Million - $24.2 Million
615,035 Added 346.67%
792,448 $30.9 Million
Q3 2023

Nov 14, 2023
BUY
$34.99 - $37.48 $6.21 Million - $6.65 Million
177,413 New
177,413 $6.21 Million

Others Institutions Holding IAU

# of Institutions
1,318
Shares Held
357M
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 $42.4B
More about IAU
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