Hhm Wealth Advisors, LLC Ishares Gold Trust Transaction History

Hhm Wealth Advisors, LLC

$735 Million
Q1 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 5,017 shares of IAU stock, worth $313,662. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,017

Previous 5,012 0.1%

Holding current value

$313,662

Previous $248,000 18.95%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$49.74 - $58.96 $248 - $294	5 Added 0.1%	5,017 $295,000
Q1 2024 May 14, 2024	SELL	$37.66 - $42.01 $48,769 - $54,402	-1,295 Reduced 20.53%	5,012 $210,000
Q1 2023 May 02, 2023	BUY	$34.33 - $37.9 $216,519 - $239,035	6,307 New	6,307 $235,000
Q3 2022 Nov 04, 2022	BUY	$30.82 - $34.3 $80,625 - $89,728	2,616 Added 34.13%	10,281 $324,000
Q2 2022 Aug 08, 2022	SELL	$34.31 - $37.62 $85,706 - $93,974	-2,498 Reduced 24.58%	7,665 $263,000
Q1 2022 Apr 27, 2022	BUY	$34.0 - $38.98 $328,542 - $376,663	9,663 Added 1932.6%	10,163 $374,000
Q3 2021 Nov 02, 2021	BUY	$32.85 - $34.83 $16,425 - $17,415	500 New	500 $17,000

Others Institutions Holding IAU

# of Institutions

1,708

Shares Held

412M

Call Options Held

2.47M

Put Options Held

7.09M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $53B

More about IAU

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Hhm Wealth Advisors, LLC Ishares Gold Trust Transaction History