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 5,012 shares of IAU stock, worth $249,497. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,012
Previous 5,012 -0.0%
Holding current value
$249,497
Previous $220,000 13.18%
% of portfolio
0.04%
Previous 0.03%

Shares

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

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42.2B
More about IAU
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