Mfa Wealth Advisors, LLC Ishares Gold Trust Transaction History

Mfa Wealth Advisors, LLC

$391 Million
Q4 2024

A detailed history of Mfa Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 167,155 shares of IAU stock, worth $9.26 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

167,155

Previous 151,322 10.46%

Holding current value

$9.26 Million

Previous $7.52 Million 10.04%

% of portfolio

2.12%

Previous 2.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$48.37 - $52.65 $765,842 - $833,607	15,833 Added 10.46%	167,155 $8.28 Million
Q3 2024 Oct 22, 2024	SELL	$44.06 - $50.5 $10,177 - $11,665	-231 Reduced 0.15%	151,322 $7.52 Million
Q2 2024 Jul 22, 2024	BUY	$42.46 - $45.89 $6.43 Million - $6.95 Million	151,553 New	151,553 $6.66 Million
Q1 2022 May 16, 2022	SELL	$34.0 - $38.98 $198,594 - $227,682	-5,841 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$33.36 - $35.53 $3.41 Million - $3.63 Million	-102,115 Reduced 94.59%	5,841 $204,000
Q3 2021 Nov 15, 2021	BUY	$32.85 - $34.83 $3.55 Million - $3.76 Million	107,956 New	107,956 $130,000

Others Institutions Holding IAU

# of Institutions

1,508

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 $47B

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Mfa Wealth Advisors, LLC Ishares Gold Trust Transaction History