Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Gold Trust Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Gold Trust stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 24,800 shares of IAU stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
24,800
Previous 23,998 3.34%
Holding current value
$1.29 Million
Previous $1.19 Million 2.94%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$48.37 - $52.65 $38,792 - $42,225
802 Added 3.34%
24,800 $1.23 Million
Q3 2024

Oct 31, 2024
SELL
$44.06 - $50.5 $126,672 - $145,187
-2,875 Reduced 10.7%
23,998 $1.19 Million
Q2 2024

Aug 09, 2024
BUY
$42.46 - $45.89 $95,704 - $103,436
2,254 Added 9.16%
26,873 $1.18 Million
Q1 2024

May 06, 2024
BUY
$37.66 - $42.01 $68,917 - $76,878
1,830 Added 8.03%
24,619 $1.03 Million
Q4 2023

Feb 06, 2024
SELL
$34.47 - $39.34 $111,303 - $127,028
-3,229 Reduced 12.41%
22,789 $889,000
Q3 2023

Nov 02, 2023
SELL
$34.99 - $37.48 $50,210 - $53,783
-1,435 Reduced 5.23%
26,018 $910,000
Q2 2023

Aug 11, 2023
SELL
$36.15 - $38.86 $152,553 - $163,989
-4,220 Reduced 13.32%
27,453 $999,000
Q1 2023

May 09, 2023
BUY
$34.33 - $37.9 $182,223 - $201,173
5,308 Added 20.13%
31,673 $1.18 Million
Q4 2022

Feb 07, 2023
SELL
$30.88 - $34.6 $4,508 - $5,051
-146 Reduced 0.55%
26,365 $912,000
Q3 2022

Nov 02, 2022
SELL
$30.82 - $34.3 $36,490 - $40,611
-1,184 Reduced 4.28%
26,511 $836,000
Q2 2022

Aug 02, 2022
SELL
$34.31 - $37.62 $38,084 - $41,758
-1,110 Reduced 3.85%
27,695 $950,000
Q1 2022

May 13, 2022
BUY
$34.0 - $38.98 $21,454 - $24,596
631 Added 2.24%
28,805 $1.06 Million
Q4 2021

Feb 14, 2022
BUY
$33.36 - $35.53 $50,106 - $53,366
1,502 Added 5.63%
28,174 $981,000
Q3 2021

Nov 02, 2021
BUY
$32.85 - $34.83 $242,071 - $256,662
7,369 Added 38.18%
26,672 $891,000
Q2 2021

Aug 12, 2021
BUY
$32.9 - $68.08 $635,068 - $1.31 Million
19,303 New
19,303 $651,000

Others Institutions Holding IAU

# of Institutions
1,345
Shares Held
358M
Call Options Held
5.12M
Put Options Held
22.4M
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 $44.1B
More about IAU
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