Robertson Stephens Wealth Management, LLC Ishares Gold Trust Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 18,117 shares of IAU stock, worth $896,791. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,117
Previous 20,937 13.47%
Holding current value
$896,791
Previous $919,000 2.07%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Nov 12, 2024
SELL
$44.06 - $50.5 $124,249 - $142,410
-2,820 Reduced 13.47%
18,117 $900,000
Q2 2024

Aug 13, 2024
SELL
$42.46 - $45.89 $1.11 Million - $1.2 Million
-26,188 Reduced 55.57%
20,937 $919,000
Q1 2024

May 15, 2024
BUY
$37.66 - $42.01 $320,260 - $357,253
8,504 Added 22.02%
47,125 $1.98 Million
Q3 2023

Nov 13, 2023
BUY
$34.99 - $37.48 $1.35 Million - $1.45 Million
38,621 New
38,621 $1.35 Million

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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