A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 6,985 shares of IAU stock, worth $434,187. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,985
Previous 6,100 14.51%
Holding current value
$434,187
Previous $302 Million 36.36%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

BUY
$49.74 - $58.96 $44,019 - $52,179
885 Added 14.51%
6,985 $412 Million
Q4 2024

Jan 28, 2025

BUY
$48.37 - $52.65 $68,491 - $74,552
1,416 Added 30.23%
6,100 $302 Million
Q3 2024

Oct 09, 2024

BUY
$44.06 - $50.5 $206,377 - $236,542
4,684 New
4,684 $233 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $52.7B
More about IAU
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, 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 Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.