Circle Wealth Management, LLC Ishares Gold Trust Transaction History

Circle Wealth Management, LLC

  • $4.34 Billion
  • Q2 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 $39.7 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
792,348
Previous 792,348 -0.0%
Holding current value
$39.7 Million
Previous $33.3 Million 4.57%
% of portfolio
0.8%
Previous 0.83%

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
1,264
Shares Held
375M
Call Options Held
5.19M
Put Options Held
28.3M
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 $42.5B
More about IAU
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email