Marks Group Wealth Management, Inc Ishares Gold Trust Transaction History

Marks Group Wealth Management, Inc

$967 Million
Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 34,320 shares of IAU stock, worth $1.89 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

34,320

Previous 34,529 0.61%

Holding current value

$1.89 Million

Previous $1.72 Million 0.99%

% of portfolio

0.18%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$48.37 - $52.65 $10,109 - $11,003	-209 Reduced 0.61%	34,320 $1.7 Million
Q3 2024 Oct 30, 2024	BUY	$44.06 - $50.5 $20,884 - $23,937	474 Added 1.39%	34,529 $1.72 Million
Q1 2024 Apr 29, 2024	SELL	$37.66 - $42.01 $92,944 - $103,680	-2,468 Reduced 6.76%	34,055 $1.43 Million
Q4 2023 Feb 01, 2024	SELL	$34.47 - $39.34 $1.27 Million - $1.45 Million	-36,844 Reduced 50.22%	36,523 $1.43 Million
Q3 2023 Oct 30, 2023	SELL	$34.99 - $37.48 $265,504 - $284,398	-7,588 Reduced 9.37%	73,367 $2.57 Million
Q2 2023 Jul 19, 2023	SELL	$36.15 - $38.86 $65,720 - $70,647	-1,818 Reduced 2.2%	80,955 $2.95 Million
Q1 2023 May 03, 2023	SELL	$34.33 - $37.9 $200,384 - $221,222	-5,837 Reduced 6.59%	82,773 $3.09 Million
Q4 2022 Feb 06, 2023	SELL	$30.88 - $34.6 $20.3 Million - $22.7 Million	-656,513 Reduced 88.11%	88,610 $3.07 Million
Q3 2022 Nov 10, 2022	BUY	$30.82 - $34.3 $53,256 - $59,270	1,728 Added 0.23%	745,123 $23.5 Million
Q2 2022 Aug 09, 2022	SELL	$34.31 - $37.62 $506,518 - $555,384	-14,763 Reduced 1.95%	743,395 $25.5 Million
Q1 2022 May 10, 2022	BUY	$34.0 - $38.98 $1.84 Million - $2.11 Million	54,133 Added 7.69%	758,158 $27.9 Million
Q4 2021 Feb 14, 2022	BUY	$33.36 - $35.53 $346,643 - $369,192	10,391 Added 1.5%	704,025 $19.7 Million
Q3 2021 Nov 15, 2021	BUY	$32.85 - $34.83 $1.22 Million - $1.3 Million	37,215 Added 5.67%	693,634 $23.2 Million
Q2 2021 Aug 10, 2021	BUY	$32.9 - $68.08 $21.6 Million - $44.7 Million	656,419 New	656,419 $22.1 Million

Others Institutions Holding IAU

# of Institutions

1,520

Shares Held

382M

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 $46.8B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Account

Marks Group Wealth Management, Inc Ishares Gold Trust Transaction History