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 $1.36 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,331
Previous 43,815 35.34%
Holding current value
$1.36 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
1,259
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 $40.8B
More about IAU
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

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

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email