A detailed history of Geneos Wealth Management Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 57,051 shares of IAU stock, worth $2.75 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
57,051
Previous 3,446 1555.57%
Holding current value
$2.75 Million
Previous $144,000 1640.28%
% of portfolio
0.11%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$42.46 - $45.89 $2.28 Million - $2.46 Million
53,605 Added 1555.57%
57,051 $2.51 Million
Q1 2024

May 03, 2024

BUY
$37.66 - $42.01 $14,913 - $16,635
396 Added 12.98%
3,446 $144,000
Q4 2023

Jan 26, 2024

BUY
$34.47 - $39.34 $9,720 - $11,093
282 Added 10.19%
3,050 $119,000
Q3 2023

Oct 11, 2023

BUY
$34.99 - $37.48 $46,571 - $49,885
1,331 Added 92.62%
2,768 $96,000
Q2 2023

Aug 08, 2023

SELL
$36.15 - $38.86 $34,414 - $36,994
-952 Reduced 39.85%
1,437 $52,000
Q1 2023

Apr 25, 2023

BUY
$34.33 - $37.9 $13,491 - $14,894
393 Added 19.69%
2,389 $89,000
Q4 2022

Jan 30, 2023

BUY
$30.88 - $34.6 $20,720 - $23,216
671 Added 50.64%
1,996 $69,000
Q3 2022

Nov 14, 2022

SELL
$30.82 - $34.3 $140,200 - $156,030
-4,549 Reduced 77.44%
1,325 $41,000
Q2 2022

Jul 22, 2022

BUY
$34.31 - $37.62 $20,929 - $22,948
610 Added 11.59%
5,874 $201,000
Q1 2022

May 16, 2022

BUY
$34.0 - $38.98 $178,976 - $205,190
5,264 New
5,264 $193,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $40.8B
More about IAU
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. 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 Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.