Transform Wealth, LLC Ishares Gold Trust Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 5,853 shares of IAU stock, worth $292,123. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,853

Previous 6,362 8.0%

Holding current value

$292,123

Previous $279,000 3.94%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$44.06 - $50.5 $22,426 - $25,704	-509 Reduced 8.0%	5,853 $290,000
Q2 2024 Jul 15, 2024	BUY	$42.46 - $45.89 $22,843 - $24,688	538 Added 9.24%	6,362 $279,000
Q1 2024 Apr 15, 2024	SELL	$37.66 - $42.01 $6.07 Million - $6.77 Million	-161,218 Reduced 96.51%	5,824 $244,000
Q4 2023 Jan 18, 2024	BUY	$34.47 - $39.34 $79,281 - $90,482	2,300 Added 1.4%	167,042 $6.52 Million
Q3 2023 Oct 10, 2023	SELL	$34.99 - $37.48 $6.11 Million - $6.54 Million	-174,513 Reduced 51.44%	164,742 $5.76 Million
Q2 2023 Jul 13, 2023	SELL	$36.15 - $38.86 $50,718 - $54,520	-1,403 Reduced 0.41%	339,255 $12.3 Million
Q1 2023 Apr 14, 2023	BUY	$34.33 - $37.9 $5.89 Million - $6.5 Million	171,446 Added 101.32%	340,658 $12.7 Million
Q4 2022 Jan 12, 2023	BUY	$30.88 - $34.6 $5.23 Million - $5.85 Million	169,212 New	169,212 $0
Q3 2021 Oct 15, 2021	SELL	$32.85 - $34.83 $2.44 Million - $2.58 Million	-74,169 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$32.9 - $68.08 $2.44 Million - $5.05 Million	74,169 New	74,169 $2.5 Million

Others Institutions Holding IAU

# of Institutions

1,321

Shares Held

357M

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 $42.3B

More about IAU

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Transform Wealth, LLC Ishares Gold Trust Transaction History