Schmidt P J Investment Management Inc Ishares Gold Trust Transaction History

Schmidt P J Investment Management Inc

  • $533 Million
  • Q1 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 6,661 shares of IAU stock, worth $414,114. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,661
Previous 5,857 13.73%
Holding current value
$414,114
Previous $289,000 35.64%
% of portfolio
0.07%
Previous 0.05%

Shares

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

May 21, 2025
BUY
$49.74 - $58.96 $39,990 - $47,403
804 Added 13.73%
6,661 $392,000
Q4 2024

Jan 27, 2025
BUY
$48.37 - $52.65 $45,516 - $49,543
941 Added 19.14%
5,857 $289,000
Q3 2024

Oct 23, 2024
SELL
$44.06 - $50.5 $5,948 - $6,817
-135 Reduced 2.67%
4,916 $244,000
Q2 2024

Jul 29, 2024
BUY
$42.46 - $45.89 $214,465 - $231,790
5,051 New
5,051 $221,000
Q3 2022

Oct 24, 2022
SELL
$30.82 - $34.3 $199,867 - $222,435
-6,485 Closed
0 $0
Q2 2022

Aug 24, 2022
SELL
$34.31 - $37.62 $37,741 - $41,382
-1,100 Reduced 14.5%
6,485 $215,000
Q1 2022

May 06, 2022
BUY
$34.0 - $38.98 $257,890 - $295,663
7,585 New
7,585 $279,000
Q3 2021

Oct 27, 2021
SELL
$32.85 - $34.83 $260,172 - $275,853
-7,920 Closed
0 $0
Q2 2021

Jul 26, 2021
BUY
$32.9 - $68.08 $260,568 - $539,193
7,920 New
7,920 $272,000

Others Institutions Holding IAU

# of Institutions
1,697
Shares Held
411M
Call Options Held
3.07M
Put Options Held
7.07M
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 $52.7B
More about IAU
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