A detailed history of New Edge Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, New Edge Wealth, LLC holds 6,036 shares of IAU stock, worth $304,455. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,036
Previous 6,046 0.17%
Holding current value
$304,455
Previous $265,000 12.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$44.06 - $50.5 $440 - $505
-10 Reduced 0.17%
6,036 $299,000
Q2 2024

Aug 01, 2024

SELL
$42.46 - $45.89 $558,985 - $604,141
-13,165 Reduced 68.53%
6,046 $265,000
Q1 2024

May 06, 2024

BUY
$37.66 - $42.01 $421,189 - $469,839
11,184 Added 139.33%
19,211 $807,000
Q3 2023

Nov 08, 2023

SELL
$34.99 - $37.48 $527,999 - $565,573
-15,090 Reduced 65.28%
8,027 $280,000
Q1 2023

May 08, 2023

BUY
$34.33 - $37.9 $793,606 - $876,134
23,117 New
23,117 $863,000
Q2 2022

Aug 09, 2022

SELL
$34.31 - $37.62 $480,340 - $526,680
-14,000 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$34.0 - $38.98 $369,988 - $424,180
-10,882 Reduced 43.73%
14,000 $516,000
Q4 2021

Jan 31, 2022

SELL
$33.36 - $35.53 $37,696 - $40,148
-1,130 Reduced 4.34%
24,882 $866,000
Q3 2021

Nov 12, 2021

BUY
$32.85 - $34.83 $18,067 - $19,156
550 Added 2.16%
26,012 $869,000
Q2 2021

Aug 11, 2021

BUY
$32.9 - $68.08 $837,699 - $1.73 Million
25,462 New
25,462 $858,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42.8B
More about IAU
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.