Wescott Financial Advisory Group, LLC Ishares Gold Trust Transaction History

Wescott Financial Advisory Group, LLC

  • $763 Million
  • Q2 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 16,683 shares of IAU stock, worth $845,828. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,683
Previous 16,683 -0.0%
Holding current value
$845,828
Previous $700,000 4.57%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$37.66 - $42.01 $22,407 - $24,995
-595 Reduced 3.44%
16,683 $700,000
Q3 2023

Nov 09, 2023
SELL
$34.99 - $37.48 $7,102 - $7,608
-203 Reduced 1.16%
17,278 $604,000
Q3 2022

Nov 14, 2022
BUY
$30.82 - $34.3 $121,430 - $135,142
3,940 Added 29.1%
17,481 $551,000
Q2 2021

Aug 10, 2021
BUY
$32.9 - $68.08 $445,498 - $921,871
13,541 New
13,541 $466,000

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 $43B
More about IAU
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email