Moulton Wealth Management, Inc Ishares Gold Trust Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 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 84,971 shares of IAU stock, worth $4.11 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
84,971
Previous 89,245 4.79%
Holding current value
$4.11 Million
Previous $3.92 Million 7.73%
% of portfolio
3.58%
Previous 3.67%

Shares

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

Oct 17, 2024
SELL
$44.06 - $50.5 $188,312 - $215,837
-4,274 Reduced 4.79%
84,971 $4.22 Million
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
1,320
Shares Held
357M
Call Options Held
5.12M
Put Options Held
22.4M
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 $41B
More about IAU
Track This Portfolio

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email