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 $502,573. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,153
Previous 10,193 0.39%
Holding current value
$502,573
Previous $447,000 12.75%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42B
More about IAU
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