Transform Wealth, LLC Ishares Gold Trust Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 6,362 shares of IAU stock, worth $286,798. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,362
Previous 5,824 9.24%
Holding current value
$286,798
Previous $244,000 14.34%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,224
Shares Held
372M
Call Options Held
5.7M
Put Options Held
17.8M
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 $38.2B
More about IAU
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