Strategies Wealth Advisors, LLC Ishares Gold Trust Transaction History

Strategies Wealth Advisors, LLC

$650 Billion
Q1 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 7,752 shares of IAU stock, worth $351,398. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,752

Previous 6,925 11.94%

Holding current value

$351,398

Previous $270 Million 20.49%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$37.66 - $42.01 $31,144 - $34,742	827 Added 11.94%	7,752 $326 Million
Q4 2023 Jan 22, 2024	SELL	$34.47 - $39.34 $3,274 - $3,737	-95 Reduced 1.35%	6,925 $270 Million
Q3 2023 Oct 10, 2023	SELL	$34.99 - $37.48 $55,319 - $59,255	-1,581 Reduced 18.38%	7,020 $246 Million
Q2 2023 Jul 12, 2023	BUY	$36.15 - $38.86 $310,926 - $334,234	8,601 New	8,601 $313 Million
Q4 2022 Jun 27, 2023	SELL	$30.88 - $34.6 $344,219 - $385,686	-11,147 Closed	0 $0

Q2 2022 Jun 27, 2023	BUY	$34.31 - $37.62 $74,864 - $82,086	2,182 Added 24.34%	11,147 $382 Million
Q4 2021 Jun 26, 2023	BUY	$33.36 - $35.53 $299,072 - $318,526	8,965 New	8,965 $312 Million

Others Institutions Holding IAU

# of Institutions

1,222

Shares Held

372M

Call Options Held

5.7M

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 $38.4B

More about IAU

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Strategies Wealth Advisors, LLC Ishares Gold Trust Transaction History