Mbl Wealth, LLC Ishares Gold Trust Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Mbl Wealth, LLC holds 12,000 shares of IAU stock, worth $606,360. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,000

Previous 12,000 -0.0%

Holding current value

$606,360

Previous $527,000 13.09%

% of portfolio

0.07%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$37.66 - $42.01 $3,765 - $4,201	100 Added 0.84%	12,000 $504,000
Q4 2023 Jan 18, 2024	BUY	$34.47 - $39.34 $1,723 - $1,967	50 Added 0.42%	11,900 $464,000
Q3 2023 Oct 11, 2023	BUY	$34.99 - $37.48 $20,994 - $22,487	600 Added 5.33%	11,850 $414,000
Q2 2023 Jul 17, 2023	BUY	$36.15 - $38.86 $55,128 - $59,261	1,525 Added 15.68%	11,250 $409,000
Q1 2023 Apr 11, 2023	BUY	$34.33 - $37.9 $1,098 - $1,212	32 Added 0.33%	9,725 $363,000
Q4 2022 Jan 12, 2023	SELL	$30.88 - $34.6 $13,000 - $14,566	-421 Reduced 4.16%	9,693 $335,000
Q3 2022 Jan 12, 2023	SELL	$30.82 - $34.3 $39,634 - $44,109	-1,286 Reduced 11.28%	10,114 $319,000
Q2 2022 Jan 12, 2023	BUY	$34.31 - $37.62 $51,465 - $56,429	1,500 Added 15.15%	11,400 $391,000
Q1 2022 May 02, 2022	BUY	$34.0 - $38.98 $336,600 - $385,901	9,900 New	9,900 $365,000

Others Institutions Holding IAU

# of Institutions

1,324

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.9B

More about IAU

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