Sugarloaf Wealth Management, LLC Ishares Gold Trust Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,500 shares of IAU stock, worth $124,450. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,500 -0.0%
Holding current value
$124,450
Previous $109,000 13.76%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
SELL
$34.99 - $37.48 $82,506 - $88,377
-2,358 Reduced 48.54%
2,500 $87,000
Q4 2022

Feb 03, 2023
SELL
$30.88 - $34.6 $50,704 - $56,813
-1,642 Reduced 25.26%
4,858 $168,000
Q3 2022

Oct 11, 2022
BUY
$30.82 - $34.3 $54,150 - $60,265
1,757 Added 37.04%
6,500 $205,000
Q2 2022

Jul 12, 2022
SELL
$34.31 - $37.62 $4,082 - $4,476
-119 Reduced 2.45%
4,743 $163,000
Q1 2022

Apr 25, 2022
SELL
$34.0 - $38.98 $4,692 - $5,379
-138 Reduced 2.76%
4,862 $179,000
Q3 2021

Oct 20, 2021
BUY
$32.85 - $34.83 $164,250 - $174,150
5,000 New
5,000 $167,000

Others Institutions Holding IAU

# of Institutions
1,320
Shares Held
357M
Call Options Held
5.12M
Put Options Held
22.4M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42.2B
More about IAU
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