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 $22.9 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares
475,781
Previous 476,899 0.23%
Holding current value
$22.9 Million
Previous $17.4 Million 4.07%
% of portfolio
4.76%
Previous 4.77%

Shares

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

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $40.8B
More about IAU
Track This Portfolio

Track Kb Financial Partners, LLC Portfolio

Follow Kb Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kb Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kb Financial Partners, LLC with notifications on news.