Kingsview Wealth Management, LLC Ishares Gold Trust Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 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 469,900 shares of IAU stock, worth $23.5 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

469,900

Previous 317,454 48.02%

Holding current value

$23.5 Million

Previous $13.9 Million 67.47%

% of portfolio

0.52%

Previous 0.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$44.06 - $50.5 $6.72 Million - $7.7 Million	152,446 Added 48.02%	469,900 $23.4 Million
Q2 2024 Aug 14, 2024	SELL	$42.46 - $45.89 $475,297 - $513,692	-11,194 Reduced 3.41%	317,454 $13.9 Million
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

1,321

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.5B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Ishares Gold Trust Transaction History