Evercore Wealth Management, LLC Ishares Gold Trust Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 653,360 shares of IAU stock, worth $34.5 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

653,360

Previous 672,743 2.88%

Holding current value

$34.5 Million

Previous $29.6 Million 9.87%

% of portfolio

0.49%

Previous 0.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$44.06 - $50.5 $854,014 - $978,841	-19,383 Reduced 2.88%	653,360 $32.5 Million
Q2 2024 Aug 14, 2024	SELL	$42.46 - $45.89 $185,762 - $200,768	-4,375 Reduced 0.65%	672,743 $29.6 Million
Q1 2024 May 15, 2024	SELL	$37.66 - $42.01 $347,978 - $388,172	-9,240 Reduced 1.35%	677,118 $28.4 Million
Q4 2023 Feb 14, 2024	BUY	$34.47 - $39.34 $130,606 - $149,059	3,789 Added 0.56%	686,358 $26.8 Million
Q3 2023 Nov 14, 2023	SELL	$34.99 - $37.48 $286,952 - $307,373	-8,201 Reduced 1.19%	682,569 $23.9 Million
Q2 2023 Aug 04, 2023	SELL	$36.15 - $38.86 $38,572 - $41,463	-1,067 Reduced 0.15%	690,770 $25.1 Million
Q1 2023 May 15, 2023	SELL	$34.33 - $37.9 $95,265 - $105,172	-2,775 Reduced 0.4%	691,837 $25.9 Million
Q4 2022 Feb 14, 2023	BUY	$30.88 - $34.6 $89,088 - $99,821	2,885 Added 0.42%	694,612 $24 Million
Q3 2022 Nov 14, 2022	SELL	$30.82 - $34.3 $38,525 - $42,875	-1,250 Reduced 0.18%	691,727 $21.8 Million
Q2 2022 Aug 15, 2022	BUY	$34.31 - $37.62 $20,997 - $23,023	612 Added 0.09%	692,977 $23.8 Million
Q1 2022 May 16, 2022	BUY	$34.0 - $38.98 $418,336 - $479,609	12,304 Added 1.81%	692,365 $25.5 Million
Q4 2021 Feb 14, 2022	SELL	$33.36 - $35.53 $721,743 - $768,691	-21,635 Reduced 3.08%	680,061 $23.7 Million
Q3 2021 Nov 15, 2021	BUY	$32.85 - $34.83 $1.67 Million - $1.77 Million	50,692 Added 7.79%	701,696 $23.4 Million
Q2 2021 Aug 16, 2021	BUY	$32.9 - $68.08 $21.4 Million - $44.3 Million	651,004 New	651,004 $21.9 Million

Others Institutions Holding IAU

# of Institutions

1,386

Shares Held

358M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $44.8B

More about IAU

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Evercore Wealth Management, LLC Ishares Gold Trust Transaction History