A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 6,083 shares of IAU stock, worth $310,719. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,083
Previous 6,152 1.12%
Holding current value
$310,719
Previous $270,000 11.85%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 08, 2024

SELL
$44.06 - $50.5 $3,040 - $3,484
-69 Reduced 1.12%
6,083 $302,000
Q2 2024

Jul 15, 2024

BUY
$42.46 - $45.89 $2,972 - $3,212
70 Added 1.15%
6,152 $270,000
Q1 2024

Apr 15, 2024

BUY
$37.66 - $42.01 $7,117 - $7,939
189 Added 3.21%
6,082 $255,000
Q4 2023

Feb 06, 2024

SELL
$34.47 - $39.34 $339,150 - $387,066
-9,839 Reduced 62.54%
5,893 $230,000
Q3 2023

Nov 03, 2023

BUY
$34.99 - $37.48 $550,462 - $589,635
15,732 New
15,732 $550,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.3B
More about IAU
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