Phillips Financial Management, LLC Ishares Gold Trust Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Phillips Financial Management, LLC holds 18,269 shares of IAU stock, worth $907,969. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,269
Previous 18,269 -0.0%
Holding current value
$907,969
Previous $767,000 4.56%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jan 25, 2024
BUY
$34.47 - $39.34 $16,752 - $19,119
486 Added 2.73%
18,269 $713,000
Q3 2023

Nov 09, 2023
SELL
$34.99 - $37.48 $38,349 - $41,078
-1,096 Reduced 5.81%
17,783 $622,000
Q3 2022

Nov 08, 2022
SELL
$30.82 - $34.3 $23,885 - $26,582
-775 Reduced 3.94%
18,879 $595,000
Q4 2021

Feb 07, 2022
BUY
$33.36 - $35.53 $655,657 - $698,306
19,654 New
19,654 $684,000

Others Institutions Holding IAU

# of Institutions
1,259
Shares Held
375M
Call Options Held
5.19M
Put Options Held
28.3M
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 $42.2B
More about IAU
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email