A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 12,013 shares of IAU stock, worth $535,779. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,013
Previous 14,333 16.19%
Holding current value
$535,779
Previous $559,000 9.84%
% of portfolio
0.1%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$37.66 - $42.01 $87,371 - $97,463
-2,320 Reduced 16.19%
12,013 $504,000
Q4 2023

Mar 07, 2024

SELL
$34.47 - $39.34 $72,352 - $82,574
-2,099 Reduced 12.77%
14,333 $559,000
Q3 2023

Nov 13, 2023

SELL
$34.99 - $37.48 $20,994 - $22,487
-600 Reduced 3.52%
16,432 $574,000
Q2 2023

Aug 11, 2023

BUY
$36.15 - $38.86 $45,259 - $48,652
1,252 Added 7.93%
17,032 $619,000
Q1 2023

May 12, 2023

SELL
$34.33 - $37.9 $61,622 - $68,030
-1,795 Reduced 10.21%
15,780 $589,000
Q4 2022

Feb 14, 2023

BUY
$30.88 - $34.6 $28,100 - $31,486
910 Added 5.46%
17,575 $608,000
Q3 2022

Nov 10, 2022

SELL
$30.82 - $34.3 $6,564 - $7,305
-213 Reduced 1.26%
16,665 $525,000
Q2 2022

Oct 03, 2022

SELL
$34.31 - $37.62 $195,155 - $213,982
-5,688 Reduced 25.21%
16,878 $560,000
Q1 2022

Oct 03, 2022

BUY
$34.0 - $38.98 $767,244 - $879,622
22,566 New
22,566 $789,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $37.8B
More about IAU
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC 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 Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.