Jfs Wealth Advisors, LLC Ishares Gold Trust Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,862 shares of IAU stock, worth $196,923. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,862
Previous 2,355 63.99%
Holding current value
$196,923
Previous $103,000 85.44%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$44.06 - $50.5 $66,398 - $76,103
1,507 Added 63.99%
3,862 $191,000
Q2 2024

Jul 15, 2024
SELL
$42.46 - $45.89 $9,595 - $10,371
-226 Reduced 8.76%
2,355 $103,000
Q1 2024

Apr 30, 2024
BUY
$37.66 - $42.01 $16,495 - $18,400
438 Added 20.44%
2,581 $108,000
Q4 2022

Feb 13, 2023
BUY
$30.88 - $34.6 $61,049 - $68,404
1,977 Added 1190.96%
2,143 $74,000
Q1 2022

May 02, 2022
BUY
$34.0 - $38.98 $5,644 - $6,470
166 New
166 $6,000

Others Institutions Holding IAU

# of Institutions
1,325
Shares Held
357M
Call Options Held
5.12M
Put Options Held
22.4M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.2B
More about IAU
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