A detailed history of West Branch Capital LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, West Branch Capital LLC holds 5,000 shares of IAU stock, worth $240,750. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$240,750
Previous $210,000 4.29%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Apr 23, 2024

SELL
$37.66 - $42.01 $10,733 - $11,972
-285 Reduced 5.39%
5,000 $210,000
Q4 2023

Jan 19, 2024

BUY
$34.47 - $39.34 $9,823 - $11,211
285 Added 5.7%
5,285 $206,000
Q2 2021

Aug 17, 2021

BUY
$32.9 - $68.08 $164,500 - $340,400
5,000 New
5,000 $168,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $40.8B
More about IAU
Track This Portfolio

Track West Branch Capital LLC Portfolio

Follow West Branch Capital 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 West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.