Sterling Financial Planning, Inc. Ishares Gold Trust Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 314,431 shares of IAU stock, worth $16.6 Million. This represents 5.91% of its overall portfolio holdings.

Number of Shares

314,431

Previous 329,906 4.69%

Holding current value

$16.6 Million

Previous $16.4 Million 5.06%

% of portfolio

5.91%

Previous 6.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$48.37 - $52.65 $748,525 - $814,758	-15,475 Reduced 4.69%	314,431 $15.6 Million
Q3 2024 Oct 31, 2024	BUY	$44.06 - $50.5 $23,968 - $27,472	544 Added 0.17%	329,906 $16.4 Million
Q2 2024 Jul 30, 2024	SELL	$42.46 - $45.89 $795,785 - $860,070	-18,742 Reduced 5.38%	329,362 $14.5 Million
Q1 2024 May 06, 2024	BUY	$37.66 - $42.01 $88,990 - $99,269	2,363 Added 0.68%	348,104 $14.6 Million
Q4 2023 Jan 31, 2024	SELL	$34.47 - $39.34 $9,686 - $11,054	-281 Reduced 0.08%	345,741 $13.5 Million
Q3 2023 Nov 03, 2023	BUY	$34.99 - $37.48 $43,842 - $46,962	1,253 Added 0.36%	346,022 $12.1 Million
Q2 2023 Jul 28, 2023	SELL	$36.15 - $38.86 $107,618 - $115,686	-2,977 Reduced 0.86%	344,769 $12.5 Million
Q1 2023 May 03, 2023	BUY	$34.33 - $37.9 $336,880 - $371,912	9,813 Added 2.9%	347,746 $13 Million
Q4 2022 Feb 06, 2023	BUY	$30.88 - $34.6 $347,060 - $388,869	11,239 Added 3.44%	337,933 $11.7 Million
Q3 2022 Nov 01, 2022	BUY	$30.82 - $34.3 $1.67 Million - $1.85 Million	54,078 Added 19.84%	326,694 $10.3 Million
Q2 2022 Jul 27, 2022	BUY	$34.31 - $37.62 $88,862 - $97,435	2,590 Added 0.96%	272,616 $9.35 Million
Q1 2022 May 10, 2022	BUY	$34.0 - $38.98 $951,422 - $1.09 Million	27,983 Added 11.56%	270,026 $9.95 Million
Q4 2021 Feb 02, 2022	BUY	$33.36 - $35.53 $630,437 - $671,445	18,898 Added 8.47%	242,043 $8.43 Million
Q3 2021 Oct 28, 2021	BUY	$32.85 - $34.83 $543,963 - $576,749	16,559 Added 8.02%	223,145 $7.46 Million
Q2 2021 Aug 02, 2021	BUY	$32.9 - $68.08 $6.8 Million - $14.1 Million	206,586 New	206,586 $6.96 Million

Others Institutions Holding IAU

# of Institutions

1,386

Shares Held

358M

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 $44.8B

More about IAU

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Sterling Financial Planning, Inc. Ishares Gold Trust Transaction History