Wealthspan Partners, LLC Ishares Gold Trust Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wealthspan Partners, LLC holds 115,215 shares of IAU stock, worth $5.88 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
115,215
Previous 114,163 0.92%
Holding current value
$5.88 Million
Previous $5.02 Million 14.18%
% of portfolio
2.9%
Previous 2.81%

Shares

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

Nov 04, 2024
BUY
$44.06 - $50.5 $46,351 - $53,126
1,052 Added 0.92%
115,215 $5.73 Million
Q2 2024

Jul 19, 2024
BUY
$42.46 - $45.89 $113,835 - $123,031
2,681 Added 2.4%
114,163 $5.02 Million
Q1 2024

Apr 29, 2024
BUY
$37.66 - $42.01 $142,128 - $158,545
3,774 Added 3.5%
111,482 $4.68 Million
Q4 2023

Jan 29, 2024
BUY
$34.47 - $39.34 $35,607 - $40,638
1,033 Added 0.97%
107,708 $4.2 Million
Q3 2023

Nov 01, 2023
SELL
$34.99 - $37.48 $139,295 - $149,207
-3,981 Reduced 3.6%
106,675 $3.73 Million
Q2 2023

Aug 08, 2023
BUY
$36.15 - $38.86 $103,678 - $111,450
2,868 Added 2.66%
110,656 $4.03 Million
Q1 2023

Apr 21, 2023
BUY
$34.33 - $37.9 $197,054 - $217,546
5,740 Added 5.62%
107,788 $4.03 Million
Q4 2022

Feb 13, 2023
BUY
$30.88 - $34.6 $182,593 - $204,589
5,913 Added 6.15%
102,048 $3.53 Million
Q3 2022

Nov 14, 2022
SELL
$30.82 - $34.3 $38,617 - $42,977
-1,253 Reduced 1.29%
96,135 $3.03 Million
Q2 2022

Aug 11, 2022
BUY
$34.31 - $37.62 $159,918 - $175,346
4,661 Added 5.03%
97,388 $3.34 Million
Q1 2022

May 12, 2022
BUY
$34.0 - $38.98 $48,484 - $55,585
1,426 Added 1.56%
92,727 $3.42 Million
Q4 2021

Feb 15, 2022
BUY
$33.36 - $35.53 $3.05 Million - $3.24 Million
91,301 New
91,301 $3.18 Million

Others Institutions Holding IAU

# of Institutions
1,299
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 $43.3B
More about IAU
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