Kingswood Wealth Advisors, LLC Ishares Gold Trust Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,037 shares of IAU stock, worth $953,372. This represents 0.08% of its overall portfolio holdings.

Number of Shares
19,037
Previous 19,013 0.13%
Holding current value
$953,372
Previous $799 Million 4.7%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$42.46 - $45.89 $1,019 - $1,101
24 Added 0.13%
19,037 $836 Million
Q1 2024

Apr 15, 2024
SELL
$37.66 - $42.01 $19,583 - $21,845
-520 Reduced 2.66%
19,013 $799 Million
Q4 2023

Jan 16, 2024
BUY
$34.47 - $39.34 $451,591 - $515,393
13,101 Added 203.68%
19,533 $762 Million
Q3 2023

Oct 23, 2023
SELL
$34.99 - $37.48 $1.1 Million - $1.18 Million
-31,377 Reduced 82.99%
6,432 $434 Million
Q2 2023

Aug 09, 2023
BUY
$36.15 - $38.86 $1.37 Million - $1.47 Million
37,809 New
37,809 $1.38 Billion

Others Institutions Holding IAU

# of Institutions
1,264
Shares Held
375M
Call Options Held
5.19M
Put Options Held
28.3M
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 $42.5B
More about IAU
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