Kovitz Investment Group Partners, LLC Ishares Gold Trust Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

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 575,484 shares of IAU stock, worth $35.8 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
575,484
Previous 575,484 -0.0%
Holding current value
$35.8 Million
Previous $33.9 Million -0.0%
% of portfolio
0.19%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$49.74 - $58.96 $5.28 Million - $6.26 Million
-106,165 Reduced 15.57%
575,484 $33.9 Million
Q4 2024

Feb 14, 2025
BUY
$48.37 - $52.65 $427,445 - $465,268
8,837 Added 1.31%
681,649 $33.7 Million
Q3 2024

Nov 14, 2024
BUY
$44.06 - $50.5 $29.4 Million - $33.6 Million
666,330 Added 10279.7%
672,812 $33.4 Million
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
1,698
Shares Held
411M
Call Options Held
3.07M
Put Options Held
7.07M
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 $52.7B
More about IAU
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group 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 Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email