Concord Wealth Partners Ishares Gold Trust Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Gold Trust stock. As of the latest transaction made, Concord Wealth Partners holds 31 shares of IAU stock, worth $1,612. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 144 78.47%

Holding current value

$1,612

Previous $7,000 85.71%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$48.37 - $52.65 $5,465 - $5,949	-113 Reduced 78.47%	31 $1,000
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

1,378

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $44.1B

More about IAU

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Concord Wealth Partners Ishares Gold Trust Transaction History