A detailed history of Goldstein Munger & Associates transactions in Ishares Gold Trust stock. As of the latest transaction made, Goldstein Munger & Associates holds 534,645 shares of IAU stock, worth $25.9 Million. This represents 5.55% of its overall portfolio holdings.

Number of Shares
534,645
Previous 636,098 15.95%
Holding current value
$25.9 Million
Previous $21.8 Million 22.76%
% of portfolio
5.55%
Previous 6.57%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 07, 2022

SELL
$30.82 - $34.3 $3.13 Million - $3.48 Million
-101,453 Reduced 15.95%
534,645 $16.9 Million
Q2 2022

Aug 10, 2022

BUY
$34.31 - $37.62 $3.03 Million - $3.32 Million
88,360 Added 16.13%
636,098 $21.8 Million
Q1 2022

May 10, 2022

BUY
$34.0 - $38.98 $38,080 - $43,657
1,120 Added 0.2%
547,738 $20.2 Million
Q4 2021

Feb 08, 2022

BUY
$33.36 - $35.53 $118,694 - $126,415
3,558 Added 0.66%
546,618 $19 Million
Q3 2021

Nov 12, 2021

BUY
$32.85 - $34.83 $79,628 - $84,427
2,424 Added 0.45%
543,060 $18.1 Million
Q2 2021

Jul 14, 2021

BUY
$32.9 - $68.08 $17.8 Million - $36.8 Million
540,636 New
540,636 $18.2 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $41B
More about IAU
Track This Portfolio

Track Goldstein Munger & Associates Portfolio

Follow Goldstein Munger & Associates 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 Goldstein Munger & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Munger & Associates with notifications on news.