A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 5,232 shares of IAU stock, worth $262,908. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,232
Previous 5,232 -0.0%
Holding current value
$262,908
Previous $229,000 13.54%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$37.66 - $42.01 $197,037 - $219,796
5,232 New
5,232 $219,000
Q4 2022

Feb 14, 2023

BUY
$30.88 - $34.6 $262,480 - $294,100
8,500 New
8,500 $294,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42.6B
More about IAU
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