Insight Wealth Partners, LLC Ishares Gold Trust Transaction History

Insight Wealth Partners, LLC

$577 Million
Q2 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 158,355 shares of IAU stock, worth $7.93 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

158,355

Previous 156,509 1.18%

Holding current value

$7.93 Million

Previous $6.57 Million 5.81%

% of portfolio

1.21%

Previous 1.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$42.46 - $45.89 $78,381 - $84,712	1,846 Added 1.18%	158,355 $6.96 Million
Q1 2024 May 10, 2024	BUY	$37.66 - $42.01 $29,261 - $32,641	777 Added 0.5%	156,509 $6.57 Million
Q4 2023 Feb 13, 2024	BUY	$34.47 - $39.34 $234,706 - $267,866	6,809 Added 4.57%	155,732 $6.08 Million
Q3 2023 Oct 30, 2023	SELL	$34.99 - $37.48 $51,365 - $55,020	-1,468 Reduced 0.98%	148,923 $5.21 Million
Q2 2023 Aug 11, 2023	SELL	$36.15 - $38.86 $710,889 - $764,181	-19,665 Reduced 11.56%	150,391 $5.47 Million
Q1 2023 May 12, 2023	SELL	$34.33 - $37.9 $45,521 - $50,255	-1,326 Reduced 0.77%	170,056 $6.35 Million
Q4 2022 Jan 31, 2023	BUY	$30.88 - $34.6 $2,161 - $2,422	70 Added 0.04%	171,382 $5.93 Million
Q3 2022 Dec 01, 2022	SELL	$30.82 - $34.3 $336,277 - $374,247	-10,911 Reduced 5.99%	171,312 $5.4 Million
Q2 2022 Jul 13, 2022	BUY	$34.31 - $37.62 $45,872 - $50,297	1,337 Added 0.74%	182,223 $6.25 Million
Q1 2022 May 02, 2022	BUY	$34.0 - $38.98 $41,276 - $47,321	1,214 Added 0.68%	180,886 $6.66 Million
Q4 2021 Feb 04, 2022	BUY	$33.36 - $35.53 $70,489 - $75,074	2,113 Added 1.19%	179,672 $6.25 Million
Q3 2021 Nov 05, 2021	SELL	$32.85 - $34.83 $599,249 - $635,368	-18,242 Reduced 9.32%	177,559 $5.93 Million
Q2 2021 Jul 14, 2021	BUY	$32.9 - $68.08 $6.44 Million - $13.3 Million	195,801 New	195,801 $6.6 Million

Others Institutions Holding IAU

# of Institutions

1,264

Shares Held

375M

Call Options Held

5.19M

Put Options Held

28.3M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.5B

More about IAU

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Insight Wealth Partners, LLC Ishares Gold Trust Transaction History