Forvis Wealth Advisors, LLC Ishares Gold Trust Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 12,681 shares of IAU stock, worth $627,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,681

Previous 12,681 -0.0%

Holding current value

$627,836

Previous $532,000 4.7%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$37.66 - $42.01 $6,100 - $6,805	-162 Reduced 1.26%	12,681 $532,000
Q3 2023 Oct 25, 2023	SELL	$34.99 - $37.48 $11,581 - $12,405	-331 Reduced 2.51%	12,843 $449,000
Q2 2023 Aug 08, 2023	BUY	$36.15 - $38.86 $54,478 - $58,562	1,507 Added 12.92%	13,174 $479,000
Q1 2023 Apr 26, 2023	SELL	$34.33 - $37.9 $8,719 - $9,626	-254 Reduced 2.13%	11,667 $435,000
Q4 2022 Feb 02, 2023	SELL	$30.88 - $34.6 $16,242 - $18,199	-526 Reduced 4.23%	11,921 $412,000
Q3 2022 Oct 13, 2022	SELL	$30.82 - $34.3 $66,694 - $74,225	-2,164 Reduced 14.81%	12,447 $392,000
Q2 2022 Jul 22, 2022	BUY	$34.31 - $37.62 $501,303 - $549,665	14,611 New	14,611 $501,000
Q1 2022 May 10, 2022	SELL	$34.0 - $38.98 $262,412 - $300,847	-7,718 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	$33.36 - $35.53 $257,472 - $274,220	7,718 New	7,718 $269,000

Others Institutions Holding IAU

# of Institutions

1,300

Shares Held

378M

Call Options Held

5.16M

Put Options Held

28.3M

View Full List

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

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Ishares Gold Trust Transaction History