Independent Wealth Network Inc. Ishares Gold Trust Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Independent Wealth Network Inc. holds 15,564 shares of IAU stock, worth $795,009. This represents 0.35% of its overall portfolio holdings.

Number of Shares

15,564

Previous 10,846 43.5%

Holding current value

$795,009

Previous $476,000 62.39%

% of portfolio

0.35%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$44.06 - $50.5 $207,875 - $238,259	4,718 Added 43.5%	15,564 $773,000
Q2 2024 Jul 18, 2024	SELL	$42.46 - $45.89 $34,435 - $37,216	-811 Reduced 6.96%	10,846 $476,000
Q1 2024 May 20, 2024	BUY	$37.66 - $42.01 $439,002 - $489,710	11,657 New	11,657 $489,000
Q4 2023 Jan 12, 2024	BUY	$34.47 - $39.34 $76,213 - $86,980	2,211 Added 21.91%	12,300 $480,000
Q3 2023 Oct 11, 2023	SELL	$34.99 - $37.48 $1,574 - $1,686	-45 Reduced 0.44%	10,089 $353,000
Q2 2023 Jul 12, 2023	SELL	$36.15 - $38.86 $20,569 - $22,111	-569 Reduced 5.32%	10,134 $368,000
Q1 2023 Apr 18, 2023	BUY	$34.33 - $37.9 $58,463 - $64,543	1,703 Added 18.92%	10,703 $399,000
Q4 2022 Jan 25, 2023	SELL	$30.88 - $34.6 $19,300 - $21,625	-625 Reduced 6.49%	9,000 $0
Q3 2022 Oct 17, 2022	BUY	$30.82 - $34.3 $69,221 - $77,037	2,246 Added 30.44%	9,625 $303,000
Q2 2022 Jul 26, 2022	SELL	$34.31 - $37.62 $52,288 - $57,332	-1,524 Reduced 17.12%	7,379 $253,000
Q1 2022 Apr 20, 2022	BUY	$34.0 - $38.98 $52,462 - $60,146	1,543 Added 20.96%	8,903 $328,000
Q4 2021 Feb 10, 2022	SELL	$33.36 - $35.53 $47,838 - $50,950	-1,434 Reduced 16.31%	7,360 $256,000
Q3 2021 Nov 04, 2021	BUY	$32.85 - $34.83 $288,882 - $306,295	8,794 New	8,794 $297,000

Others Institutions Holding IAU

# of Institutions

1,318

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

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

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Ishares Gold Trust Transaction History