Badgley Phelps Wealth Managers, LLC Ishares Gold Trust Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 9,238 shares of IAU stock, worth $544,672. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,238
Previous 4,606 100.56%
Holding current value
$544,672
Previous $228,000 100.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
BUY
$48.37 - $52.65 $224,049 - $243,874
4,632 Added 100.56%
9,238 $457,000
Q3 2024

Oct 17, 2024
BUY
$44.06 - $50.5 $202,940 - $232,603
4,606 New
4,606 $228,000

Others Institutions Holding IAU

# of Institutions
1,526
Shares Held
382M
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 $50B
More about IAU
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, 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 Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email