Shepherd Financial Partners LLC Ishares Gold Trust Transaction History

Shepherd Financial Partners LLC

  • $761 Million
  • Q1 2024

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 9,873 shares of IAU stock, worth $439,842. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,873
Previous 9,873 -0.0%
Holding current value
$439,842
Previous $385,000 7.53%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
BUY
$34.47 - $39.34 $81,487 - $92,999
2,364 Added 31.48%
9,873 $385,000
Q3 2023

Nov 08, 2023
SELL
$34.99 - $37.48 $312,040 - $334,246
-8,918 Reduced 54.29%
7,509 $262,000
Q2 2023

Aug 11, 2023
BUY
$36.15 - $38.86 $114,740 - $123,341
3,174 Added 23.95%
16,427 $597,000
Q1 2023

May 01, 2023
BUY
$34.33 - $37.9 $163,891 - $180,934
4,774 Added 56.3%
13,253 $495,000
Q4 2022

Feb 14, 2023
SELL
$30.88 - $34.6 $14,791 - $16,573
-479 Reduced 5.35%
8,479 $293,000
Q3 2022

Nov 09, 2022
SELL
$30.82 - $34.3 $178,725 - $198,905
-5,799 Reduced 39.3%
8,958 $282,000
Q2 2022

Aug 15, 2022
BUY
$34.31 - $37.62 $506,312 - $555,158
14,757 New
14,757 $506,000
Q1 2022

May 13, 2022
SELL
$34.0 - $38.98 $608,872 - $698,053
-17,908 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$33.36 - $35.53 $4.84 Million - $5.16 Million
-145,128 Reduced 89.02%
17,908 $621,000
Q3 2021

Nov 15, 2021
SELL
$32.85 - $34.83 $4.11 Million - $4.36 Million
-125,158 Reduced 43.43%
163,036 $5.46 Million
Q2 2021

Aug 16, 2021
BUY
$32.9 - $68.08 $9.48 Million - $19.6 Million
288,194 New
288,194 $9.72 Million

Others Institutions Holding IAU

# of Institutions
1,201
Shares Held
375M
Call Options Held
5.68M
Put Options Held
17.8M
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 $37.8B
More about IAU
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