Envision Financial Planning, LLC Ishares Gold Trust Transaction History

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024

A detailed history of Envision Financial Planning, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Envision Financial Planning, LLC holds 5,530 shares of IAU stock, worth $300,997. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,530
Previous 5,192 6.51%
Holding current value
$300,997
Previous $258 Million 6.1%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Feb 13, 2025
BUY
$48.37 - $52.65 $16,349 - $17,795
338 Added 6.51%
5,530 $274 Million
Q4 2023

Jan 23, 2024
BUY
$34.47 - $39.34 $178,968 - $204,253
5,192 New
5,192 $203 Million

Others Institutions Holding IAU

# of Institutions
1,523
Shares Held
382M
Call Options Held
5.69M
Put Options Held
23.2M
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 $46.2B
More about IAU
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