Congress Wealth Management LLC Ishares Gold Trust Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Congress Wealth Management LLC holds 28,331 shares of IAU stock, worth $1.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,331
Previous 43,815 35.34%
Holding current value
$1.44 Million
Previous $1.84 Million 32.39%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$42.46 - $45.89 $657,450 - $710,560
-15,484 Reduced 35.34%
28,331 $1.24 Million
Q1 2024

Apr 18, 2024
BUY
$37.66 - $42.01 $433,843 - $483,955
11,520 Added 35.67%
43,815 $1.84 Million
Q4 2023

Feb 09, 2024
SELL
$34.47 - $39.34 $39,399 - $44,965
-1,143 Reduced 3.42%
32,295 $1.26 Million
Q3 2023

Oct 30, 2023
SELL
$34.99 - $37.48 $17,634 - $18,889
-504 Reduced 1.48%
33,438 $1.17 Million
Q2 2023

Jul 13, 2023
SELL
$36.15 - $38.86 $185,630 - $199,546
-5,135 Reduced 13.14%
33,942 $1.24 Million
Q1 2023

Apr 14, 2023
SELL
$34.33 - $37.9 $84,245 - $93,006
-2,454 Reduced 5.91%
39,077 $1.46 Million
Q4 2022

Feb 02, 2023
SELL
$30.88 - $34.6 $2.12 Million - $2.37 Million
-68,551 Reduced 62.27%
41,531 $1.44 Million
Q3 2022

Nov 08, 2022
BUY
$30.82 - $34.3 $3.18 Million - $3.54 Million
103,156 Added 1489.4%
110,082 $3.47 Million
Q1 2022

May 16, 2022
BUY
$34.0 - $38.98 $29,886 - $34,263
879 Added 14.54%
6,926 $255,000
Q4 2021

Feb 04, 2022
BUY
$33.36 - $35.53 $201,727 - $214,849
6,047 New
6,047 $210,000

Others Institutions Holding IAU

# of Institutions
1,300
Shares Held
378M
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 $43B
More about IAU
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