Spire Wealth Management Ishares Gold Trust Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Ishares Gold Trust stock. As of the latest transaction made, Spire Wealth Management holds 15,330 shares of IAU stock, worth $758,835. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,330

Previous 13,738 11.59%

Holding current value

$758,835

Previous $603,000 26.2%

% of portfolio

0.03%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$44.06 - $50.5 $70,143 - $80,396	1,592 Added 11.59%	15,330 $761,000
Q2 2024 Jul 31, 2024	SELL	$42.46 - $45.89 $320,615 - $346,515	-7,551 Reduced 35.47%	13,738 $603,000
Q1 2024 Apr 24, 2024	BUY	$37.66 - $42.01 $9,678 - $10,796	257 Added 1.22%	21,289 $894,000
Q4 2023 Feb 06, 2024	SELL	$34.47 - $39.34 $22,233 - $25,374	-645 Reduced 2.98%	21,032 $820,000
Q3 2023 Nov 08, 2023	SELL	$34.99 - $37.48 $35,269 - $37,779	-1,008 Reduced 4.44%	21,677 $758,000
Q2 2023 Aug 09, 2023	BUY	$36.15 - $38.86 $50,429 - $54,209	1,395 Added 6.55%	22,685 $825,000
Q1 2023 May 09, 2023	BUY	$34.33 - $37.9 $147,756 - $163,121	4,304 Added 25.34%	21,290 $795,000
Q4 2022 Feb 03, 2023	SELL	$30.88 - $34.6 $185 - $207	-6 Reduced 0.04%	16,986 $588,000
Q3 2022 Nov 07, 2022	SELL	$30.82 - $34.3 $129,289 - $143,888	-4,195 Reduced 19.8%	16,992 $536,000
Q2 2022 Jul 22, 2022	BUY	$34.31 - $37.62 $726,925 - $797,054	21,187 New	21,187 $727,000

Others Institutions Holding IAU

# of Institutions

1,322

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42B

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Spire Wealth Management Ishares Gold Trust Transaction History