Upper Left Wealth Management, LLC Ishares Gold Trust Transaction History

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 211,076 shares of IAU stock, worth $10.9 Million. This represents 8.52% of its overall portfolio holdings.

Number of Shares
211,076
Previous 211,525 0.21%
Holding current value
$10.9 Million
Previous $8.89 Million 4.34%
% of portfolio
8.52%
Previous 8.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$42.46 - $45.89 $19,064 - $20,604
-449 Reduced 0.21%
211,076 $9.27 Million
Q1 2024

Apr 23, 2024
BUY
$37.66 - $42.01 $493,835 - $550,877
13,113 Added 6.61%
211,525 $8.89 Million
Q4 2023

Jan 23, 2024
SELL
$34.47 - $39.34 $656,205 - $748,915
-19,037 Reduced 8.75%
198,412 $7.74 Million
Q3 2023

Oct 25, 2023
BUY
$34.99 - $37.48 $290,556 - $311,233
8,304 Added 3.97%
217,449 $7.61 Million
Q2 2023

Jul 25, 2023
SELL
$36.15 - $38.86 $127,790 - $137,370
-3,535 Reduced 1.66%
209,145 $7.61 Million
Q1 2023

Apr 25, 2023
SELL
$34.33 - $37.9 $183,116 - $202,158
-5,334 Reduced 2.45%
212,680 $7.95 Million
Q4 2022

Jan 17, 2023
SELL
$30.88 - $34.6 $211,126 - $236,560
-6,837 Reduced 3.04%
218,014 $0
Q3 2022

Nov 01, 2022
SELL
$30.82 - $34.3 $36,121 - $40,199
-1,172 Reduced 0.52%
224,851 $7.23 Million
Q2 2022

Jul 08, 2022
BUY
$34.31 - $37.62 $7.75 Million - $8.5 Million
226,023 New
226,023 $7.76 Million
Q1 2022

Apr 18, 2022
SELL
$34.0 - $38.98 $8.44 Million - $9.67 Million
-248,182 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$33.36 - $35.53 $8.28 Million - $8.82 Million
248,182 New
248,182 $8.64 Million

Others Institutions Holding IAU

# of Institutions
1,296
Shares Held
377M
Call Options Held
5.16M
Put Options Held
28.3M
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 $43.8B
More about IAU
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