Surevest, LLC Ishares Gold Trust Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Surevest, LLC holds 2,326 shares of IAU stock, worth $118,812. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,326
Previous 2,326 -0.0%
Holding current value
$118,812
Previous $80,000 8.75%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
BUY
$34.31 - $37.62 $79,805 - $87,504
2,326 New
2,326 $80,000
Q1 2022

May 16, 2022
SELL
$34.0 - $38.98 $62,084 - $71,177
-1,826 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$33.36 - $35.53 $60,915 - $64,877
1,826 New
1,826 $64,000

Others Institutions Holding IAU

# of Institutions
1,318
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 $43.3B
More about IAU
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email