A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 123,732 shares of IAU stock, worth $6.12 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
123,732
Previous 113,302 9.21%
Holding current value
$6.12 Million
Previous $4.98 Million 23.55%
% of portfolio
2.8%
Previous 2.41%

Shares

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

Oct 08, 2024

BUY
$44.06 - $50.5 $459,545 - $526,715
10,430 Added 9.21%
123,732 $6.15 Million
Q2 2024

Jul 18, 2024

BUY
$42.46 - $45.89 $363,415 - $392,772
8,559 Added 8.17%
113,302 $4.98 Million
Q1 2024

Apr 15, 2024

BUY
$37.66 - $42.01 $1.09 Million - $1.22 Million
28,968 Added 38.23%
104,743 $4.4 Million
Q4 2023

Jan 18, 2024

BUY
$34.47 - $39.34 $352,628 - $402,448
10,230 Added 15.61%
75,775 $2.96 Million
Q3 2023

Oct 10, 2023

BUY
$34.99 - $37.48 $624,536 - $668,980
17,849 Added 37.42%
65,545 $2.29 Million
Q2 2023

Jul 13, 2023

BUY
$36.15 - $38.86 $1.3 Million - $1.39 Million
35,888 Added 303.93%
47,696 $1.74 Million
Q1 2023

Apr 10, 2023

BUY
$34.33 - $37.9 $405,368 - $447,523
11,808 New
11,808 $441,000
Q1 2022

Apr 14, 2022

SELL
$34.0 - $38.98 $277,134 - $317,725
-8,151 Closed
0 $0
Q4 2021

Feb 07, 2022

BUY
$33.36 - $35.53 $271,917 - $289,605
8,151 New
8,151 $284,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42B
More about IAU
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