Legend Financial Advisors, Inc. Ishares Gold Trust Transaction History

Legend Financial Advisors, Inc.

$138 Billion
Q1 2024

A detailed history of Legend Financial Advisors, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 290,865 shares of IAU stock, worth $12.8 Million. This represents 8.85% of its overall portfolio holdings.

Number of Shares

290,865

Previous 289,080 0.62%

Holding current value

$12.8 Million

Previous $11.3 Billion 8.3%

% of portfolio

8.85%

Previous 9.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$37.66 - $42.01 $67,223 - $74,987	1,785 Added 0.62%	290,865 $12.2 Billion
Q4 2023 Jan 31, 2024	SELL	$34.47 - $39.34 $283,239 - $323,256	-8,217 Reduced 2.76%	289,080 $11.3 Billion
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $11,336 - $12,143	324 Added 0.11%	297,297 $10.4 Billion
Q2 2023 Aug 09, 2023	SELL	$36.15 - $38.86 $603,632 - $648,884	-16,698 Reduced 5.32%	296,973 $10.8 Billion
Q1 2023 Apr 26, 2023	SELL	$34.33 - $37.9 $254,385 - $280,839	-7,410 Reduced 2.31%	313,671 $11.7 Billion

Q4 2022 Jan 30, 2023	SELL	$30.88 - $34.6 $90,818 - $101,758	-2,941 Reduced 0.91%	321,081 $11.1 Billion
Q3 2022 Nov 18, 2022	SELL	$30.82 - $34.3 $318,093 - $354,010	-10,321 Reduced 3.09%	324,022 $10.2 Billion
Q2 2022 Aug 08, 2022	SELL	$34.31 - $37.62 $10.9 Million - $11.9 Million	-317,255 Reduced 48.69%	334,343 $11.5 Million
Q1 2022 May 12, 2022	BUY	$34.0 - $38.98 $12 Million - $13.7 Million	352,629 Added 117.95%	651,598 $21.8 Million
Q4 2021 Feb 14, 2022	SELL	$33.36 - $35.53 $11.8 Million - $12.5 Million	-352,629 Reduced 54.12%	298,969 $10.4 Million
Q3 2021 Nov 15, 2021	BUY	$32.85 - $34.83 $1.25 Million - $1.33 Million	38,178 Added 6.22%	651,598 $21.8 Million
Q2 2021 Aug 02, 2021	BUY	$32.9 - $68.08 $20.2 Million - $41.8 Million	613,420 New	613,420 $20.7 Million

Others Institutions Holding IAU

# of Institutions

1,201

Shares Held

375M

Call Options Held

5.68M

Put Options Held

17.8M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $37.4B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legend Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legend Financial Advisors, Inc. with notifications on news.

Account

Legend Financial Advisors, Inc. Ishares Gold Trust Transaction History