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 $7,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares
144
Previous 144 -0.0%
Holding current value
$7,444
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
1,296
Shares Held
377M
Call Options Held
5.16M
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 $43.8B
More about IAU
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