A detailed history of Howard Financial Services, Ltd. transactions in Ishares Gold Trust stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 7,774 shares of IAU stock, worth $397,095. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,774
Previous 7,554 2.91%
Holding current value
$397,095
Previous $331,000 16.62%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 08, 2024

BUY
$44.06 - $50.5 $9,693 - $11,110
220 Added 2.91%
7,774 $386,000
Q2 2024

Jul 12, 2024

BUY
$42.46 - $45.89 $13,417 - $14,501
316 Added 4.37%
7,554 $331,000
Q1 2024

Apr 16, 2024

BUY
$37.66 - $42.01 $13,745 - $15,333
365 Added 5.31%
7,238 $304,000
Q4 2023

Jan 09, 2024

SELL
$34.47 - $39.34 $3,447 - $3,934
-100 Reduced 1.43%
6,873 $268,000
Q3 2023

Oct 10, 2023

BUY
$34.99 - $37.48 $3,499 - $3,747
100 Added 1.45%
6,973 $243,000
Q2 2023

Jul 12, 2023

BUY
$36.15 - $38.86 $33,402 - $35,906
924 Added 15.53%
6,873 $250,000
Q1 2023

Apr 05, 2023

SELL
$34.33 - $37.9 $583 - $644
-17 Reduced 0.28%
5,949 $222,000
Q4 2022

Jan 13, 2023

BUY
$30.88 - $34.6 $184,230 - $206,423
5,966 New
5,966 $0
Q2 2022

Jul 18, 2022

SELL
$34.31 - $37.62 $187,469 - $205,555
-5,464 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$34.0 - $38.98 $185,776 - $212,986
5,464 New
5,464 $201,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.3B
More about IAU
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