Vance Wealth, Inc. Ishares Gold Trust Transaction History

Vance Wealth, Inc.

$263 Million
Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Vance Wealth, Inc. holds 4,480 shares of IAU stock, worth $236,857. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,480

Holding current value

$236,857

% of portfolio

0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$44.06 - $50.5 $197,388 - $226,240	4,480 New	4,480 $222,000
Q4 2022 Jan 27, 2023	SELL	$30.88 - $34.6 $68,893 - $77,192	-2,231 Reduced 23.16%	7,401 $0
Q3 2022 Oct 31, 2022	SELL	$30.82 - $34.3 $215 - $240	-7 Reduced 0.07%	9,632 $304,000
Q2 2022 Aug 09, 2022	BUY	$34.31 - $37.62 $330,714 - $362,619	9,639 New	9,639 $331,000
Q1 2022 May 13, 2022	SELL	$34.0 - $38.98 $328,678 - $376,819	-9,667 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$33.36 - $35.53 $322,491 - $343,468	9,667 New	9,667 $337,000

Others Institutions Holding IAU

# of Institutions

1,386

Shares Held

358M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.69 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.15 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

17.6M
Shares

$931 Million
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$735 Million
2.33% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$720 Million
2.29% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $44.8B

More about IAU

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