A detailed history of Burkett Financial Services, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Burkett Financial Services, LLC holds 1,920 shares of IAU stock, worth $94,790. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,920
Previous 1,815 5.79%
Holding current value
$94,790
Previous $79.7 Million 19.68%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 08, 2024

BUY
$44.06 - $50.5 $4,626 - $5,302
105 Added 5.79%
1,920 $95.4 Million
Q4 2023

Feb 12, 2024

BUY
$34.47 - $39.34 $62,563 - $71,402
1,815 New
1,815 $70.8 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $41.9B
More about IAU
Track This Portfolio

Track Burkett Financial Services, LLC Portfolio

Follow Burkett Financial Services, 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 Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.