Phillips Financial Management, LLC Ishares Gold Trust Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 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 17,649 shares of IAU stock, worth $873,625. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,649
Previous 18,269 3.39%
Holding current value
$873,625
Previous $802,000 9.35%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 07, 2024
SELL
$44.06 - $50.5 $27,317 - $31,310
-620 Reduced 3.39%
17,649 $877,000
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
1,322
Shares Held
357M
Call Options Held
5.12M
Put Options Held
22.4M
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 $42B
More about IAU
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