Concord Wealth Partners Ishares Gold Trust Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Gold Trust stock. As of the latest transaction made, Concord Wealth Partners holds 144 shares of IAU stock, worth $7,227. This represents 0.0% of its overall portfolio holdings.

Number of Shares
144
Previous 144 -0.0%
Holding current value
$7,227
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 30, 2024
SELL
$34.47 - $39.34 $66,078 - $75,414
-1,917 Reduced 93.01%
144 $5,000
Q4 2023

Feb 05, 2024
SELL
$34.47 - $39.34 $66,078 - $75,414
-1,917 Reduced 93.01%
144 $5,000
Q3 2023

Apr 30, 2024
BUY
$34.99 - $37.48 $67,075 - $71,849
1,917 Added 1331.25%
2,061 $72,000
Q3 2023

Oct 25, 2023
SELL
$34.99 - $37.48 $384 - $412
-11 Reduced 0.53%
2,061 $72,000
Q2 2023

Aug 07, 2023
BUY
$36.15 - $38.86 $5,205 - $5,595
144 Added 7.47%
2,072 $75,000
Q1 2023

Apr 26, 2023
BUY
$34.33 - $37.9 $6,797 - $7,504
198 Added 11.45%
1,928 $72,000
Q4 2022

Jan 27, 2023
BUY
$30.88 - $34.6 $53,422 - $59,858
1,730 New
1,730 $59,000
Q2 2022

Aug 04, 2022
BUY
$34.31 - $37.62 $11,356 - $12,452
331 New
331 $11,000
Q1 2022

Apr 20, 2022
SELL
$34.0 - $38.98 $6,358 - $7,289
-187 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$33.36 - $35.53 $6,238 - $6,644
187 New
187 $7,000
Q3 2021

Nov 09, 2021
SELL
$32.85 - $34.83 $20,038 - $21,246
-610 Closed
0 $0
Q2 2021

Jul 29, 2021
BUY
$32.9 - $68.08 $20,069 - $41,528
610 New
610 $21,000

Others Institutions Holding IAU

# of Institutions
1,322
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 $42.6B
More about IAU
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email