Wr Wealth Planners, LLC Ishares Gold Trust Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,339 shares of IAU stock, worth $164,846. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,339
Previous 3,324 0.45%
Holding current value
$164,846
Previous $146,000 13.01%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 17, 2024
BUY
$44.06 - $50.5 $660 - $757
15 Added 0.45%
3,339 $165,000
Q2 2024

Jul 31, 2024
SELL
$42.46 - $45.89 $11,166 - $12,069
-263 Reduced 7.33%
3,324 $146,000
Q1 2024

Jul 31, 2024
BUY
$37.66 - $42.01 $135,086 - $150,689
3,587 New
3,587 $150,000
Q3 2023

Aug 01, 2024
SELL
$34.99 - $37.48 $35,794 - $38,342
-1,023 Reduced 21.82%
3,666 $128 Million
Q2 2023

Aug 01, 2024
BUY
$36.15 - $38.86 $49,344 - $53,043
1,365 Added 41.06%
4,689 $171 Million
Q1 2023

Aug 01, 2024
BUY
$34.33 - $37.9 $65,776 - $72,616
1,916 Added 57.64%
5,240 $196 Million
Q4 2022

Oct 10, 2024
SELL
$30.88 - $34.6 $2,717 - $3,044
-88 Reduced 0.05%
179,953 $6.22 Billion
Q3 2022

Oct 10, 2024
BUY
$30.82 - $34.3 $5.45 Million - $6.06 Million
176,717 Added 5316.4%
180,041 $5.68 Billion
Q2 2022

Oct 17, 2024
BUY
$34.31 - $37.62 $134,666 - $147,658
3,925 Added 2.18%
183,648 $6.3 Billion
Q1 2022

Oct 17, 2024
BUY
$34.0 - $38.98 $6 Million - $6.88 Million
176,384 Added 5282.54%
179,723 $6.62 Billion

Others Institutions Holding IAU

# of Institutions
1,322
Shares Held
357M
Call Options Held
5.12M
Put Options Held
22.4M
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 $41.9B
More about IAU
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