Sound View Wealth Advisors Group, LLC Ishares Gold Trust Transaction History

Sound View Wealth Advisors Group, LLC

  • $933 Million
  • Q1 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 25,217 shares of IAU stock, worth $1.12 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
25,217
Previous 28,296 10.88%
Holding current value
$1.12 Million
Previous $1.1 Million 4.08%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$37.66 - $42.01 $115,955 - $129,348
-3,079 Reduced 10.88%
25,217 $1.06 Million
Q4 2023

Feb 08, 2024
BUY
$34.47 - $39.34 $100,583 - $114,794
2,918 Added 11.5%
28,296 $1.1 Million
Q1 2023

May 12, 2023
BUY
$34.33 - $37.9 $871,226 - $961,826
25,378 New
25,378 $948,000
Q3 2021

Oct 21, 2021
SELL
$32.85 - $34.83 $303,041 - $321,306
-9,225 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$32.9 - $68.08 $303,502 - $628,038
9,225 New
9,225 $311,000

Others Institutions Holding IAU

# of Institutions
1,202
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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