Simplicity Wealth,Llc Ishares Gold Trust Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Gold Trust stock. As of the latest transaction made, Simplicity Wealth,Llc holds 56,477 shares of IAU stock, worth $3.42 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

56,477

Previous 35,454 59.3%

Holding current value

$3.42 Million

Previous $1.76 Million 89.69%

% of portfolio

0.28%

Previous 0.38%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$49.74 - $58.96 $1.05 Million - $1.24 Million	21,023 Added 59.3%	56,477 $3.33 Million
Q4 2024 Feb 07, 2025	SELL	$48.37 - $52.65 $505,805 - $550,561	-10,457 Reduced 22.78%	35,454 $1.76 Million
Q3 2024 Oct 09, 2024	SELL	$44.06 - $50.5 $623,889 - $715,080	-14,160 Reduced 23.57%	45,911 $2.28 Million
Q2 2024 Jul 10, 2024	BUY	$42.46 - $45.89 $408,125 - $441,094	9,612 Added 19.05%	60,071 $2.64 Million
Q1 2024 Apr 24, 2024	BUY	$37.66 - $42.01 $1.9 Million - $2.12 Million	50,459 New	50,459 $2.12 Million

Others Institutions Holding IAU

# of Institutions

1,553

Shares Held

384M

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 $51.4B

More about IAU

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Simplicity Wealth,Llc Ishares Gold Trust Transaction History