Lowe Wealth Advisors, LLC Ishares Gold Trust Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 168,076 shares of IAU stock, worth $8.42 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

168,076

Previous 166,966 0.66%

Holding current value

$8.42 Million

Previous $7.33 Million 13.89%

% of portfolio

3.64%

Previous 3.37%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	BUY	$44.06 - $50.5 $48,906 - $56,055	1,110 Added 0.66%	168,076 $8.35 Million
Q2 2024 Jul 09, 2024	BUY	$42.46 - $45.89 $24,924 - $26,937	587 Added 0.35%	166,966 $7.33 Million
Q1 2024 Apr 08, 2024	SELL	$37.66 - $42.01 $9,866 - $11,006	-262 Reduced 0.16%	166,379 $6.99 Million
Q4 2023 Jan 04, 2024	SELL	$34.47 - $39.34 $138,672 - $158,264	-4,023 Reduced 2.36%	166,641 $6.5 Million
Q3 2023 Oct 20, 2023	SELL	$34.99 - $37.48 $3.08 Million - $3.3 Million	-88,087 Reduced 34.04%	170,664 $5.97 Million
Q2 2023 Jul 06, 2023	SELL	$36.15 - $38.86 $201,066 - $216,139	-5,562 Reduced 2.1%	258,751 $9.42 Million
Q1 2023 Apr 05, 2023	SELL	$34.33 - $37.9 $190,050 - $209,814	-5,536 Reduced 2.05%	264,313 $9.88 Million
Q4 2022 Jan 17, 2023	SELL	$30.88 - $34.6 $716,446 - $802,754	-23,201 Reduced 7.92%	269,849 $0
Q3 2022 Oct 06, 2022	SELL	$30.82 - $34.3 $4.74 Million - $5.28 Million	-153,918 Reduced 34.44%	293,050 $9.24 Million
Q2 2022 Jul 07, 2022	SELL	$34.31 - $37.62 $54,072 - $59,289	-1,576 Reduced 0.35%	446,968 $15.3 Million
Q1 2022 Apr 08, 2022	BUY	$34.0 - $38.98 $251,022 - $287,789	7,383 Added 1.67%	448,544 $16.5 Million
Q4 2021 Jan 18, 2022	BUY	$33.36 - $35.53 $213,403 - $227,285	6,397 Added 1.47%	441,161 $15.4 Million
Q3 2021 Oct 05, 2021	BUY	$32.85 - $34.83 $153,672 - $162,934	4,678 Added 1.09%	434,764 $14.5 Million
Q2 2021 Jul 01, 2021	BUY	$32.9 - $68.08 $14.1 Million - $29.3 Million	430,086 New	430,086 $14.5 Million

Others Institutions Holding IAU

# of Institutions

1,263

Shares Held

375M

Call Options Held

5.19M

Put Options Held

28.3M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.5B

More about IAU

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Lowe Wealth Advisors, LLC Ishares Gold Trust Transaction History