Tria Gen Wealth Management LLC Ishares Gold Trust Transaction History

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 86,923 shares of IAU stock, worth $4.3 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
86,923
Previous 82,380 5.51%
Holding current value
$4.3 Million
Previous $3.62 Million 19.4%
% of portfolio
1.58%
Previous 1.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$44.06 - $50.5 $200,164 - $229,421
4,543 Added 5.51%
86,923 $4.32 Million
Q2 2024

Jul 18, 2024
BUY
$42.46 - $45.89 $262,190 - $283,370
6,175 Added 8.1%
82,380 $3.62 Million
Q1 2024

Apr 23, 2024
BUY
$37.66 - $42.01 $865,238 - $965,179
22,975 Added 43.16%
76,205 $3.2 Million
Q4 2023

Jan 22, 2024
BUY
$34.47 - $39.34 $8,445 - $9,638
245 Added 0.46%
53,230 $2.08 Million
Q3 2023

Oct 23, 2023
BUY
$34.99 - $37.48 $109,798 - $117,612
3,138 Added 6.3%
52,985 $1.85 Million
Q2 2023

Aug 08, 2023
BUY
$36.15 - $38.86 $71,793 - $77,175
1,986 Added 4.15%
49,847 $1.81 Million
Q1 2023

Apr 24, 2023
SELL
$34.33 - $37.9 $16,203 - $17,888
-472 Reduced 0.98%
47,861 $1.79 Million
Q4 2022

Feb 09, 2023
BUY
$30.88 - $34.6 $47,864 - $53,630
1,550 Added 3.31%
48,333 $1.67 Million
Q3 2022

Oct 21, 2022
BUY
$30.82 - $34.3 $113,818 - $126,669
3,693 Added 8.57%
46,783 $1.48 Million
Q2 2022

Jul 29, 2022
BUY
$34.31 - $37.62 $40,485 - $44,391
1,180 Added 2.82%
43,090 $1.48 Million
Q1 2022

Apr 29, 2022
BUY
$34.0 - $38.98 $1.42 Million - $1.63 Million
41,910 New
41,910 $1.54 Million

Others Institutions Holding IAU

# of Institutions
1,322
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 $42B
More about IAU
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