A detailed history of Sowell Financial Services LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Sowell Financial Services LLC holds 191,788 shares of IAU stock, worth $9.92 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
191,788
Previous 188,060 1.98%
Holding current value
$9.92 Million
Previous $8.26 Million 15.37%
% of portfolio
0.45%
Previous 0.4%

Shares

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

Oct 04, 2024

BUY
$44.06 - $50.5 $164,255 - $188,264
3,728 Added 1.98%
191,788 $9.53 Million
Q2 2024

Aug 13, 2024

SELL
$42.46 - $45.89 $49,763 - $53,783
-1,172 Reduced 0.62%
188,060 $8.26 Million
Q1 2024

May 03, 2024

BUY
$37.66 - $42.01 $898,190 - $1 Million
23,850 Added 14.42%
189,232 $7.95 Million
Q4 2023

Jan 24, 2024

SELL
$34.47 - $39.34 $17,303 - $19,748
-502 Reduced 0.3%
165,382 $6.45 Million
Q3 2023

Nov 08, 2023

BUY
$34.99 - $37.48 $322,432 - $345,378
9,215 Added 5.88%
165,884 $5.8 Million
Q2 2023

Aug 14, 2023

SELL
$36.15 - $38.86 $155,806 - $167,486
-4,310 Reduced 2.68%
156,669 $5.7 Million
Q1 2023

May 12, 2023

BUY
$34.33 - $37.9 $1.38 Million - $1.53 Million
40,303 Added 33.4%
160,979 $6.02 Million
Q4 2022

Feb 09, 2023

BUY
$30.88 - $34.6 $718,639 - $805,211
23,272 Added 23.89%
120,676 $4.17 Million
Q3 2022

Nov 15, 2022

SELL
$30.82 - $34.3 $2.25 Million - $2.51 Million
-73,059 Reduced 42.86%
97,404 $3.07 Million
Q2 2022

Aug 15, 2022

BUY
$34.31 - $37.62 $2.27 Million - $2.49 Million
66,215 Added 63.52%
170,463 $5.85 Million
Q1 2022

May 13, 2022

SELL
$34.0 - $38.98 $1.67 Million - $1.92 Million
-49,226 Reduced 32.07%
104,248 $3.79 Million
Q4 2021

Feb 09, 2022

BUY
$33.36 - $35.53 $299,172 - $318,633
8,968 Added 6.21%
153,474 $5.34 Million
Q3 2021

Nov 04, 2021

BUY
$32.85 - $34.83 $1.21 Million - $1.28 Million
36,807 Added 34.18%
144,506 $4.83 Million
Q2 2021

Aug 05, 2021

BUY
$32.9 - $68.08 $3.54 Million - $7.33 Million
107,699 New
107,699 $3.63 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.8B
More about IAU
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