A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 10,937 shares of IAU stock, worth $539,084. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,937
Holding current value
$539,084
% of portfolio
0.19%

Shares

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

Oct 23, 2024

BUY
$44.06 - $50.5 $481,884 - $552,318
10,937 New
10,937 $543,000
Q2 2022

Jul 28, 2022

SELL
$34.31 - $37.62 $29,060 - $31,864
-847 Reduced 5.67%
14,091 $483,000
Q1 2022

Jul 28, 2022

BUY
$34.0 - $38.98 $149,770 - $171,706
4,405 Added 41.82%
14,938 $550,000
Q1 2022

May 13, 2022

BUY
$34.0 - $38.98 $358,122 - $410,576
10,533 New
10,533 $388,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $41.8B
More about IAU
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, 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 Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.