Spartan Planning & Wealth Management Ishares Gold Trust Transaction History

Spartan Planning & Wealth Management

$89.6 Million
Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Gold Trust stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,831 shares of IAU stock, worth $81,662. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,831

Previous 49,117 96.27%

Holding current value

$81,662

Previous $1.72 Million 95.87%

% of portfolio

0.08%

Previous 2.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Mar 12, 2024	SELL	$34.47 - $39.34 $1.63 Million - $1.86 Million	-47,286 Reduced 96.27%	1,831 $71,000
Q3 2023 Nov 17, 2023	SELL	$34.99 - $37.48 $398,011 - $426,334	-11,375 Reduced 18.8%	49,117 $1.72 Million
Q4 2022 Feb 01, 2023	BUY	$30.88 - $34.6 $1.16 Million - $1.3 Million	37,440 Added 162.42%	60,492 $2.09 Million
Q3 2022 Nov 01, 2022	BUY	$30.82 - $34.3 $67,002 - $74,568	2,174 Added 10.41%	23,052 $727,000
Q2 2022 Aug 10, 2022	SELL	$34.31 - $37.62 $2.67 Million - $2.93 Million	-77,932 Reduced 78.87%	20,878 $716,000

Q1 2022 May 16, 2022	BUY	$34.0 - $38.98 $3.36 Million - $3.85 Million	98,810 New	98,810 $3.64 Million

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

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $37.8B

More about IAU

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Spartan Planning & Wealth Management Ishares Gold Trust Transaction History