Dopkins Wealth Management, LLC Ishares Gold Trust Transaction History

Dopkins Wealth Management, LLC

$158 Million
Q2 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 6,913 shares of IAU stock, worth $357,402. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,913

Previous 7,513 7.99%

Holding current value

$357,402

Previous $315,000 3.81%

% of portfolio

0.19%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$42.46 - $45.89 $25,476 - $27,534	-600 Reduced 7.99%	6,913 $303,000
Q1 2024 May 03, 2024	BUY	$37.66 - $42.01 $11,297 - $12,603	300 Added 4.16%	7,513 $315,000
Q4 2023 Jan 25, 2024	SELL	$34.47 - $39.34 $10,341 - $11,802	-300 Reduced 3.99%	7,213 $281,000
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $31,491 - $33,732	900 Added 13.61%	7,513 $262,000
Q2 2023 Aug 07, 2023	SELL	$36.15 - $38.86 $21,690 - $23,316	-600 Reduced 8.32%	6,613 $240,000
Q3 2022 Nov 01, 2022	BUY	$30.82 - $34.3 $3,236 - $3,601	105 Added 1.48%	7,213 $227,000
Q4 2021 Jan 18, 2022	BUY	$33.36 - $35.53 $237,122 - $252,547	7,108 New	7,108 $247,000

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

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $43.8B

More about IAU

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Dopkins Wealth Management, LLC Ishares Gold Trust Transaction History