A detailed history of Modera Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Modera Wealth Management, LLC holds 64,124 shares of IAU stock, worth $3.25 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
64,124
Previous 63,182 1.49%
Holding current value
$3.25 Million
Previous $2.78 Million 14.81%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$44.06 - $50.5 $41,504 - $47,571
942 Added 1.49%
64,124 $3.19 Million
Q2 2024

Jul 29, 2024

SELL
$42.46 - $45.89 $22,716 - $24,551
-535 Reduced 0.84%
63,182 $2.78 Million
Q1 2024

May 14, 2024

SELL
$37.66 - $42.01 $90,045 - $100,445
-2,391 Reduced 3.62%
63,717 $2.68 Million
Q4 2023

Feb 14, 2024

BUY
$34.47 - $39.34 $7,686 - $8,772
223 Added 0.34%
66,108 $2.58 Million
Q3 2023

Nov 01, 2023

BUY
$34.99 - $37.48 $138,735 - $148,608
3,965 Added 6.4%
65,885 $2.31 Million
Q2 2023

Aug 07, 2023

BUY
$36.15 - $38.86 $912,787 - $981,215
25,250 Added 68.86%
61,920 $2.25 Million
Q1 2023

May 05, 2023

SELL
$34.33 - $37.9 $27,292 - $30,130
-795 Reduced 2.12%
36,670 $1.37 Million
Q4 2022

Feb 07, 2023

SELL
$30.88 - $34.6 $6,793 - $7,612
-220 Reduced 0.58%
37,465 $1.3 Million
Q3 2022

Nov 01, 2022

BUY
$30.82 - $34.3 $57,787 - $64,312
1,875 Added 5.24%
37,685 $1.19 Million
Q2 2022

Jul 27, 2022

BUY
$34.31 - $37.62 $31,599 - $34,648
921 Added 2.64%
35,810 $1.23 Million
Q1 2022

May 03, 2022

BUY
$34.0 - $38.98 $207,094 - $237,427
6,091 Added 21.15%
34,889 $1.29 Million
Q4 2021

Feb 04, 2022

BUY
$33.36 - $35.53 $6,872 - $7,319
206 Added 0.72%
28,798 $1 Million
Q3 2021

Nov 04, 2021

BUY
$32.85 - $34.83 $6,274 - $6,652
191 Added 0.67%
28,592 $955,000
Q2 2021

Aug 02, 2021

BUY
$32.9 - $68.08 $934,392 - $1.93 Million
28,401 New
28,401 $957,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43B
More about IAU
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