Wcg Wealth Advisors LLC Ishares Gold Trust Transaction History

Wcg Wealth Advisors LLC

  • $1.35 Billion
  • Q2 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 27,765 shares of IAU stock, worth $1.37 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
27,765
Previous 32,943 15.72%
Holding current value
$1.37 Million
Previous $1.38 Million 11.79%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Aug 12, 2024
SELL
$42.46 - $45.89 $219,857 - $237,618
-5,178 Reduced 15.72%
27,765 $1.22 Million
Q1 2024

May 13, 2024
BUY
$37.66 - $42.01 $221,478 - $247,060
5,881 Added 21.73%
32,943 $1.38 Million
Q4 2023

Feb 08, 2024
SELL
$34.47 - $39.34 $45,845 - $52,322
-1,330 Reduced 4.68%
27,062 $1.06 Million
Q3 2023

Nov 09, 2023
BUY
$34.99 - $37.48 $400,670 - $429,183
11,451 Added 67.59%
28,392 $998,000
Q2 2023

Aug 14, 2023
BUY
$36.15 - $38.86 $50,718 - $54,520
1,403 Added 9.03%
16,941 $616,000
Q1 2023

May 15, 2023
SELL
$34.33 - $37.9 $41,470 - $45,783
-1,208 Reduced 7.21%
15,538 $581,000
Q4 2022

Feb 14, 2023
BUY
$30.88 - $34.6 $15,347 - $17,196
497 Added 3.06%
16,746 $579,000
Q3 2022

Nov 14, 2022
BUY
$30.82 - $34.3 $9,400 - $10,461
305 Added 1.91%
16,249 $512,000
Q2 2022

Aug 23, 2022
BUY
$34.31 - $37.62 $401,392 - $440,116
11,699 Added 275.59%
15,944 $547,000
Q2 2022

Aug 15, 2022
BUY
$34.31 - $37.62 $145,645 - $159,696
4,245 New
4,245 $270,000

Others Institutions Holding IAU

# of Institutions
1,300
Shares Held
378M
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 $42B
More about IAU
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