Inspirion Wealth Advisors, LLC Ishares Gold Trust Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 10,153 shares of IAU stock, worth $524,910. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,153

Previous 10,193 0.39%

Holding current value

$524,910

Previous $447,000 12.75%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$44.06 - $50.5 $1,762 - $2,020	-40 Reduced 0.39%	10,153 $504,000
Q4 2023 Jan 10, 2024	BUY	$34.47 - $39.34 $1,378 - $1,573	40 Added 0.39%	10,193 $397,000
Q3 2023 Oct 13, 2023	SELL	$34.99 - $37.48 $27,992 - $29,983	-800 Reduced 7.3%	10,153 $355,000
Q2 2023 Jul 20, 2023	BUY	$36.15 - $38.86 $68,431 - $73,561	1,893 Added 20.89%	10,953 $398,000
Q1 2023 Apr 07, 2023	BUY	$34.33 - $37.9 $95,609 - $105,551	2,785 Added 44.38%	9,060 $338,000
Q4 2022 Jan 18, 2023	BUY	$30.88 - $34.6 $193,772 - $217,115	6,275 New	6,275 $0
Q2 2022 Jul 27, 2022	BUY	$34.31 - $37.62 $215,295 - $236,065	6,275 New	6,275 $215,000

Others Institutions Holding IAU

# of Institutions

1,294

Shares Held

377M

Call Options Held

5.16M

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 $43.8B

More about IAU

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Inspirion Wealth Advisors, LLC Ishares Gold Trust Transaction History