Oak Harbor Wealth Partners, LLC Ishares Gold Trust Transaction History

Oak Harbor Wealth Partners, LLC

  • $361 Million
  • Q2 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 12,793 shares of IAU stock, worth $819,519. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,793
Previous 12,793 -0.0%
Holding current value
$819,519
Previous $754,000 5.7%
% of portfolio
0.22%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$34.47 - $39.34 $8,514 - $9,716
-247 Reduced 1.89%
12,793 $499,000
Q2 2023

Jul 27, 2023
SELL
$36.15 - $38.86 $22,232 - $23,898
-615 Reduced 4.5%
13,040 $474,000
Q1 2023

Apr 24, 2023
SELL
$34.33 - $37.9 $15,585 - $17,206
-454 Reduced 3.22%
13,655 $510,000
Q4 2022

Jan 18, 2023
SELL
$30.88 - $34.6 $8,677 - $9,722
-281 Reduced 1.95%
14,109 $0
Q3 2022

Nov 03, 2022
SELL
$30.82 - $34.3 $10,478 - $11,661
-340 Reduced 2.31%
14,390 $454,000
Q4 2021

Feb 17, 2022
BUY
$33.36 - $35.53 $491,392 - $523,356
14,730 New
14,730 $513,000

Others Institutions Holding IAU

# of Institutions
1,723
Shares Held
399M
Call Options Held
2.47M
Put Options Held
7.09M
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 $54.3B
More about IAU
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