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 $21.4 Million. This represents 6.7% of its overall portfolio holdings.

Number of Shares

343,729

Previous 369,446 6.96%

Holding current value

$21.4 Million

Previous $13.6 Million 13.33%

% of portfolio

6.7%

Previous 6.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,622

Shares Held

398M

Call Options Held

5.69M

Put Options Held

23.2M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $52.7B

More about IAU

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Lake Point Wealth Management Ishares Gold Trust Transaction History