Kovitz Investment Group Partners, LLC Ishares Gold Trust Transaction History

Kovitz Investment Group Partners, LLC

  • $10.5 Billion
  • Q2 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 6,482 shares of IAU stock, worth $312,108. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,482
Previous 6,339 2.26%
Holding current value
$312,108
Previous $266,000 6.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024
BUY
$42.46 - $45.89 $6,071 - $6,562
143 Added 2.26%
6,482 $284,000
Q1 2024

May 14, 2024
SELL
$37.66 - $42.01 $8,473 - $9,452
-225 Reduced 3.43%
6,339 $266,000
Q4 2023

Feb 07, 2024
BUY
$34.47 - $39.34 $758 - $865
22 Added 0.34%
6,564 $256,000
Q2 2023

Aug 08, 2023
SELL
$36.15 - $38.86 $128,657 - $138,302
-3,559 Reduced 35.23%
6,542 $238,000
Q1 2023

May 11, 2023
BUY
$34.33 - $37.9 $346,767 - $382,827
10,101 New
10,101 $377,000

Others Institutions Holding IAU

# of Institutions
1,259
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 $40.8B
More about IAU
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