Plante Moran Financial Advisors, LLC Ishares Gold Trust Transaction History

Plante Moran Financial Advisors, LLC

  • $997 Million
  • Q2 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 6,920 shares of IAU stock, worth $333,198. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,920
Previous 7,205 3.96%
Holding current value
$333,198
Previous $302,000 0.33%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$42.46 - $45.89 $12,101 - $13,078
-285 Reduced 3.96%
6,920 $303,000
Q1 2024

May 09, 2024
BUY
$37.66 - $42.01 $5,912 - $6,595
157 Added 2.23%
7,205 $302,000
Q4 2023

Feb 05, 2024
BUY
$34.47 - $39.34 $4,412 - $5,035
128 Added 1.85%
7,048 $275,000
Q1 2023

May 08, 2023
SELL
$34.33 - $37.9 $145,044 - $160,127
-4,225 Reduced 37.91%
6,920 $258,000
Q4 2022

Feb 09, 2023
BUY
$30.88 - $34.6 $129,943 - $145,596
4,208 Added 60.66%
11,145 $385,000
Q3 2022

Nov 02, 2022
BUY
$30.82 - $34.3 $523 - $583
17 Added 0.25%
6,937 $219,000
Q2 2022

Aug 02, 2022
SELL
$34.31 - $37.62 $301,825 - $330,943
-8,797 Reduced 55.97%
6,920 $237,000
Q1 2022

May 06, 2022
BUY
$34.0 - $38.98 $235,484 - $269,975
6,926 Added 78.79%
15,717 $579,000
Q4 2021

Feb 09, 2022
SELL
$33.36 - $35.53 $90,505 - $96,392
-2,713 Reduced 23.58%
8,791 $306,000
Q3 2021

Nov 08, 2021
BUY
$32.85 - $34.83 $9,526 - $10,100
290 Added 2.59%
11,504 $384,000
Q2 2021

Aug 10, 2021
BUY
$32.9 - $68.08 $368,940 - $763,449
11,214 New
11,214 $378,000

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 $40.8B
More about IAU
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