Amplius Wealth Advisors, LLC Ishares Gold Trust Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 78,940 shares of IAU stock, worth $4.1 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

78,940

Previous 80,553 2.0%

Holding current value

$4.1 Million

Previous $4 Million 2.37%

% of portfolio

0.46%

Previous 0.49%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$48.37 - $52.65 $78,020 - $84,924	-1,613 Reduced 2.0%	78,940 $3.91 Million
Q3 2024 Oct 16, 2024	SELL	$44.06 - $50.5 $149,671 - $171,548	-3,397 Reduced 4.05%	80,553 $4 Million
Q2 2024 Jul 22, 2024	SELL	$42.46 - $45.89 $489,181 - $528,698	-11,521 Reduced 12.07%	83,950 $3.69 Million
Q1 2024 Apr 16, 2024	SELL	$37.66 - $42.01 $361,648 - $403,422	-9,603 Reduced 9.14%	95,471 $4.01 Million
Q4 2023 Jan 10, 2024	SELL	$34.47 - $39.34 $137,225 - $156,612	-3,981 Reduced 3.65%	105,074 $4.1 Million
Q3 2023 Oct 17, 2023	SELL	$34.99 - $37.48 $101,436 - $108,654	-2,899 Reduced 2.59%	109,055 $3.82 Million
Q2 2023 Jul 26, 2023	SELL	$36.15 - $38.86 $471,070 - $506,384	-13,031 Reduced 10.43%	111,954 $4.07 Million
Q1 2023 Apr 25, 2023	SELL	$34.33 - $37.9 $1.69 Million - $1.86 Million	-49,208 Reduced 28.25%	124,985 $4.67 Million
Q4 2022 Jan 19, 2023	SELL	$30.88 - $34.6 $13.8 Million - $15.4 Million	-446,245 Reduced 71.92%	174,193 $0
Q3 2022 Nov 10, 2022	SELL	$30.82 - $34.3 $1.6 Million - $1.79 Million	-52,069 Reduced 7.74%	620,438 $19.6 Million
Q2 2022 Jul 21, 2022	SELL	$34.31 - $37.62 $8.1 Million - $8.88 Million	-236,007 Reduced 25.98%	672,507 $23.1 Million
Q1 2022 May 09, 2022	SELL	$34.0 - $38.98 $2.06 Million - $2.36 Million	-60,649 Reduced 6.26%	908,514 $33.5 Million
Q4 2021 Jan 28, 2022	BUY	$33.36 - $35.53 $32.3 Million - $34.4 Million	969,163 New	969,163 $33.7 Million

Others Institutions Holding IAU

# of Institutions

1,345

Shares Held

358M

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 $44.1B

More about IAU

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Amplius Wealth Advisors, LLC Ishares Gold Trust Transaction History