A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 384 shares of IAU stock, worth $19,008. This represents 0.02% of its overall portfolio holdings.

Number of Shares
384
Previous 670 42.69%
Holding current value
$19,008
Previous $29,000 34.48%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$44.06 - $50.5 $12,601 - $14,443
-286 Reduced 42.69%
384 $19,000
Q1 2024

May 15, 2024

SELL
$37.66 - $42.01 $77,165 - $86,078
-2,049 Reduced 75.36%
670 $28,000
Q4 2023

Feb 13, 2024

BUY
$34.47 - $39.34 $93,723 - $106,965
2,719 New
2,719 $106 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42B
More about IAU
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