A detailed history of Epg Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Epg Wealth Management LLC holds 10,795 shares of IAU stock, worth $534,352. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,795
Previous 0 Infinity%
Holding current value
$534,352
Previous $0 Infinity%
% of portfolio
0.14%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$44.06 - $50.5 $475,627 - $545,147
10,795 New
10,795 $537 Million
Q2 2024

Aug 13, 2024

SELL
$42.46 - $45.89 $467,229 - $504,973
-11,004 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$34.0 - $38.98 $374,136 - $428,935
11,004 New
11,004 $405,000

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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

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

News

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