Lake Point Wealth Management Ishares Gold Trust Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Gold Trust stock. As of the latest transaction made, Lake Point Wealth Management holds 343,729 shares of IAU stock, worth $17 Million. This represents 6.7% of its overall portfolio holdings.

Number of Shares
343,729
Previous 369,446 6.96%
Holding current value
$17 Million
Previous $13.6 Million 13.33%
% of portfolio
6.7%
Previous 6.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
SELL
$34.31 - $37.62 $882,350 - $967,473
-25,717 Reduced 6.96%
343,729 $11.8 Million
Q1 2022

May 17, 2022
SELL
$34.0 - $38.98 $1.67 Million - $1.91 Million
-49,077 Reduced 11.73%
369,446 $13.6 Million
Q4 2021

Feb 23, 2022
BUY
$33.36 - $35.53 $392,613 - $418,152
11,769 Added 2.89%
418,523 $14.6 Million
Q3 2021

Oct 21, 2021
BUY
$32.85 - $34.83 $266,807 - $282,889
8,122 Added 2.04%
406,754 $13.6 Million
Q2 2021

Aug 04, 2021
BUY
$32.9 - $68.08 $13.1 Million - $27.1 Million
398,632 New
398,632 $13.4 Million

Others Institutions Holding IAU

# of Institutions
1,322
Shares Held
357M
Call Options Held
5.12M
Put Options Held
22.4M
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 $41.9B
More about IAU
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