A detailed history of Towerpoint Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 61,782 shares of IAU stock, worth $2.72 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
61,782
Previous 58,655 5.33%
Holding current value
$2.72 Million
Previous $2.29 Million 13.37%
% of portfolio
1.31%
Previous 1.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$37.66 - $42.01 $117,762 - $131,365
3,127 Added 5.33%
61,782 $2.6 Million
Q4 2023

Jan 23, 2024

BUY
$34.47 - $39.34 $40,054 - $45,713
1,162 Added 2.02%
58,655 $2.29 Million
Q3 2023

Oct 10, 2023

BUY
$34.99 - $37.48 $67,145 - $71,924
1,919 Added 3.45%
57,493 $2.01 Million
Q2 2023

Jul 20, 2023

SELL
$36.15 - $38.86 $8,639 - $9,287
-239 Reduced 0.43%
55,574 $2.02 Million
Q1 2023

May 15, 2023

SELL
$34.33 - $37.9 $17,233 - $19,025
-502 Reduced 0.89%
55,813 $2.09 Million
Q4 2022

Feb 10, 2023

BUY
$30.88 - $34.6 $47,524 - $53,249
1,539 Added 2.81%
56,315 $1.95 Million
Q3 2022

Nov 14, 2022

BUY
$30.82 - $34.3 $49,835 - $55,463
1,617 Added 3.04%
54,776 $1.73 Million
Q2 2022

Aug 08, 2022

SELL
$34.31 - $37.62 $264,701 - $290,238
-7,715 Reduced 12.67%
53,159 $1.82 Million
Q1 2022

May 16, 2022

SELL
$34.0 - $38.98 $66,062 - $75,738
-1,943 Reduced 3.09%
60,874 $2.24 Million
Q4 2021

Feb 04, 2022

BUY
$33.36 - $35.53 $42,734 - $45,513
1,281 Added 2.08%
62,817 $2.19 Million
Q3 2021

Nov 12, 2021

BUY
$32.85 - $34.83 $86,001 - $91,184
2,618 Added 4.44%
61,536 $2.06 Million
Q2 2021

Jul 27, 2021

BUY
$32.9 - $68.08 $1.94 Million - $4.01 Million
58,918 New
58,918 $1.99 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $37.4B
More about IAU
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