Forvis Wealth Advisors, LLC Ishares Gold Trust Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 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 12,181 shares of IAU stock, worth $622,205. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,181
Previous 12,681 3.94%
Holding current value
$622,205
Previous $557,000 8.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$44.06 - $50.5 $22,030 - $25,250
-500 Reduced 3.94%
12,181 $605,000
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
1,318
Shares Held
357M
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 $43.3B
More about IAU
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