Kb Financial Partners, LLC Ishares Gold Trust Transaction History

Kb Financial Partners, LLC

$350 Million
Q3 2023

A detailed history of Kb Financial Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Kb Financial Partners, LLC holds 475,781 shares of IAU stock, worth $36.8 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares

475,781

Previous 476,899 0.23%

Holding current value

$36.8 Million

Previous $17.4 Million 4.07%

% of portfolio

4.76%

Previous 4.77%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	SELL	$34.99 - $37.48 $39,118 - $41,902	-1,118 Reduced 0.23%	475,781 $16.6 Million
Q2 2023 Aug 14, 2023	BUY	$36.15 - $38.86 $160,650 - $172,693	4,444 Added 0.94%	476,899 $17.4 Million
Q1 2023 May 16, 2023	BUY	$34.33 - $37.9 $33,574 - $37,066	978 Added 0.21%	472,455 $17.7 Million
Q4 2022 Feb 17, 2023	SELL	$30.88 - $34.6 $1.03 Million - $1.15 Million	-33,209 Reduced 6.58%	471,477 $16.3 Million
Q3 2022 Nov 14, 2022	BUY	$30.82 - $34.3 $220,455 - $245,347	7,153 Added 1.44%	504,686 $15.9 Million
Q2 2022 Aug 11, 2022	SELL	$34.31 - $37.62 $338,022 - $370,632	-9,852 Reduced 1.94%	497,533 $17.1 Million
Q1 2022 May 17, 2022	BUY	$34.0 - $38.98 $1.02 Million - $1.17 Million	30,012 Added 6.29%	507,385 $18.7 Million
Q4 2021 Feb 18, 2022	BUY	$33.36 - $35.53 $2.43 Million - $2.59 Million	72,965 Added 18.04%	477,373 $16.6 Million
Q3 2021 Nov 16, 2021	BUY	$32.85 - $34.83 $260,566 - $276,271	7,932 Added 2.0%	404,408 $13.5 Million
Q2 2021 Aug 17, 2021	BUY	$32.9 - $68.08 $13 Million - $27 Million	396,476 New	396,476 $13.4 Million

Others Institutions Holding IAU

# of Institutions

1,796

Shares Held

416M

Call Options Held

4.09M

Put Options Held

7.17M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $65.6B

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Kb Financial Partners, LLC Ishares Gold Trust Transaction History