Plante Moran Financial Advisors, LLC Ishares Gold Trust Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 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 7,032 shares of IAU stock, worth $400,613. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,032

Previous 7,139 1.5%

Holding current value

$400,613

Previous $354,000 1.69%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$48.37 - $52.65 $5,175 - $5,633	-107 Reduced 1.5%	7,032 $348,000
Q3 2024 Oct 30, 2024	BUY	$44.06 - $50.5 $9,649 - $11,059	219 Added 3.16%	7,139 $354,000
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

1,523

Shares Held

382M

Call Options Held

5.69M

Put Options Held

23.2M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $48.3B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Account

Plante Moran Financial Advisors, LLC Ishares Gold Trust Transaction History