Modern Wealth Management, LLC Ishares Gold Trust Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 157,155 shares of IAU stock, worth $8.64 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
157,155
Previous 126,883 23.86%
Holding current value
$8.64 Million
Previous $6.31 Billion 36.77%
% of portfolio
0.3%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$48.37 - $52.65 $1.46 Million - $1.59 Million
30,272 Added 23.86%
157,155 $8.62 Billion
Q3 2024

Nov 05, 2024
BUY
$44.06 - $50.5 $40,579 - $46,510
921 Added 0.73%
126,883 $6.31 Billion
Q2 2024

Aug 07, 2024
BUY
$42.46 - $45.89 $44,625 - $48,230
1,051 Added 0.84%
125,962 $5.54 Billion
Q1 2024

May 13, 2024
BUY
$37.66 - $42.01 $4.7 Million - $5.25 Million
124,911 New
124,911 $5.58 Billion

Others Institutions Holding IAU

# of Institutions
1,510
Shares Held
381M
Call Options Held
5.69M
Put Options Held
23.2M
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 $46.6B
More about IAU
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