Kingsview Wealth Management, LLC Ishares Gold Trust Transaction History

Kingsview Wealth Management, LLC

$3.76 Billion
Q1 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 328,648 shares of IAU stock, worth $14.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

328,648

Previous 297,851 10.34%

Holding current value

$14.5 Million

Previous $11.6 Million 18.76%

% of portfolio

0.37%

Previous 0.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$37.66 - $42.01 $1.16 Million - $1.29 Million	30,797 Added 10.34%	328,648 $13.8 Million
Q4 2023 Feb 08, 2024	BUY	$34.47 - $39.34 $3.2 Million - $3.65 Million	92,708 Added 45.19%	297,851 $11.6 Million
Q3 2023 Nov 07, 2023	SELL	$34.99 - $37.48 $3.23 Million - $3.46 Million	-92,221 Reduced 31.01%	205,143 $7.18 Million
Q2 2023 Aug 10, 2023	SELL	$36.15 - $38.86 $177,785 - $191,113	-4,918 Reduced 1.63%	297,364 $10.8 Million
Q1 2023 May 15, 2023	BUY	$34.33 - $37.9 $6.86 Million - $7.57 Million	199,750 Added 194.82%	302,282 $11.3 Million

Q4 2022 Feb 13, 2023	SELL	$30.88 - $34.6 $41,749 - $46,779	-1,352 Reduced 1.3%	102,532 $3.55 Million
Q3 2022 Nov 14, 2022	SELL	$30.82 - $34.3 $611,530 - $680,580	-19,842 Reduced 16.04%	103,884 $3.28 Million
Q2 2022 Aug 16, 2022	BUY	$34.31 - $37.62 $651,958 - $714,855	19,002 Added 18.14%	123,726 $4.25 Million
Q1 2022 Feb 08, 2024	SELL	$34.0 - $38.98 $6.11 Million - $7 Million	-179,699 Reduced 60.33%	118,152 $4.35 Million
Q4 2021 Feb 17, 2022	SELL	$33.36 - $35.53 $469,675 - $500,226	-14,079 Reduced 11.85%	104,724 $3.65 Million
Q3 2021 Dec 03, 2021	SELL	$32.85 - $34.83 $827,130 - $876,984	-25,179 Reduced 17.49%	118,803 $3.97 Million
Q2 2021 Aug 17, 2021	BUY	$32.9 - $68.08 $4.74 Million - $9.8 Million	143,982 New	143,982 $4.87 Million

Others Institutions Holding IAU

# of Institutions

1,201

Shares Held

375M

Call Options Held

5.68M

Put Options Held

17.8M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $37.4B

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Kingsview Wealth Management, LLC Ishares Gold Trust Transaction History