Moulton Wealth Management, Inc Ishares Gold Trust Transaction History

Moulton Wealth Management, Inc

  • $107 Million
  • Q2 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 89,245 shares of IAU stock, worth $4.47 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
89,245
Previous 91,152 2.09%
Holding current value
$4.47 Million
Previous $3.83 Million 2.38%
% of portfolio
3.67%
Previous 4.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$42.46 - $45.89 $80,971 - $87,512
-1,907 Reduced 2.09%
89,245 $3.92 Million
Q1 2024

Apr 10, 2024
SELL
$37.66 - $42.01 $24,177 - $26,970
-642 Reduced 0.7%
91,152 $3.83 Million
Q4 2023

Jan 10, 2024
BUY
$34.47 - $39.34 $1.23 Million - $1.4 Million
35,610 Added 63.38%
91,794 $3.58 Million
Q3 2023

Oct 11, 2023
SELL
$34.99 - $37.48 $506,970 - $543,047
-14,489 Reduced 20.5%
56,184 $1.97 Million
Q2 2023

Jul 13, 2023
BUY
$36.15 - $38.86 $2.55 Million - $2.75 Million
70,673 New
70,673 $2.57 Million
Q1 2022

Apr 19, 2022
BUY
$34.0 - $38.98 $634,610 - $727,561
18,665 Added 13.32%
158,777 $5.8 Million
Q4 2021

Jan 12, 2022
SELL
$33.36 - $35.53 $1.95 Million - $2.07 Million
-58,362 Reduced 29.41%
140,112 $4.84 Million
Q3 2021

Oct 12, 2021
BUY
$32.85 - $34.83 $6.52 Million - $6.91 Million
198,474 New
198,474 $6.65 Million

Others Institutions Holding IAU

# of Institutions
1,259
Shares Held
375M
Call Options Held
5.19M
Put Options Held
28.3M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42.5B
More about IAU
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