A detailed history of Pds Planning, Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Pds Planning, Inc holds 12,191 shares of IAU stock, worth $603,454. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,191
Previous 12,088 0.85%
Holding current value
$603,454
Previous $531,000 13.94%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 29, 2024

BUY
$44.06 - $50.5 $4,538 - $5,201
103 Added 0.85%
12,191 $605,000
Q2 2024

Aug 07, 2024

BUY
$42.46 - $45.89 $636 - $688
15 Added 0.12%
12,088 $531,000
Q1 2024

May 01, 2024

SELL
$37.66 - $42.01 $3,314 - $3,696
-88 Reduced 0.72%
12,073 $507,000
Q4 2023

Feb 01, 2024

BUY
$34.47 - $39.34 $2,412 - $2,753
70 Added 0.58%
12,161 $474,000
Q3 2023

Oct 20, 2023

BUY
$34.99 - $37.48 $1,434 - $1,536
41 Added 0.34%
12,091 $423,000
Q2 2023

Jul 20, 2023

BUY
$36.15 - $38.86 $325 - $349
9 Added 0.07%
12,050 $438,000
Q1 2023

May 01, 2023

SELL
$34.33 - $37.9 $6,488 - $7,163
-189 Reduced 1.55%
12,041 $449,000
Q4 2022

Jan 26, 2023

BUY
$30.88 - $34.6 $339 - $380
11 Added 0.09%
12,230 $0
Q3 2022

Nov 02, 2022

BUY
$30.82 - $34.3 $308 - $343
10 Added 0.08%
12,219 $385,000
Q2 2022

Jul 15, 2022

BUY
$34.31 - $37.62 $418,890 - $459,302
12,209 New
12,209 $419,000
Q1 2022

Apr 18, 2022

SELL
$34.0 - $38.98 $398,922 - $457,352
-11,733 Closed
0 $0
Q3 2021

Oct 22, 2021

SELL
$32.85 - $34.83 $17,509 - $18,564
-533 Reduced 4.35%
11,733 $392,000
Q2 2021

Jul 26, 2021

BUY
$32.9 - $68.08 $403,551 - $835,069
12,266 New
12,266 $413,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42B
More about IAU
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