Cyndeo Wealth Partners, LLC Ishares Gold Trust Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 291,209 shares of IAU stock, worth $16.1 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

291,209

Previous 312,342 6.77%

Holding current value

$16.1 Million

Previous $15.5 Million 7.12%

% of portfolio

1.01%

Previous 1.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$48.37 - $52.65 $1.02 Million - $1.11 Million	-21,133 Reduced 6.77%	291,209 $14.4 Million
Q3 2024 Oct 18, 2024	BUY	$44.06 - $50.5 $165,929 - $190,183	3,766 Added 1.22%	312,342 $15.5 Million
Q2 2024 Jul 30, 2024	SELL	$42.46 - $45.89 $18,172 - $19,640	-428 Reduced 0.14%	308,576 $13.6 Million
Q1 2024 Apr 16, 2024	SELL	$37.66 - $42.01 $314,762 - $351,119	-8,358 Reduced 2.63%	309,004 $13 Million
Q4 2023 Jan 12, 2024	BUY	$34.47 - $39.34 $223,606 - $255,198	6,487 Added 2.09%	317,362 $12.4 Million
Q3 2023 Oct 10, 2023	BUY	$34.99 - $37.48 $11,161 - $11,956	319 Added 0.1%	310,875 $10.9 Million
Q2 2023 Jul 27, 2023	SELL	$36.15 - $38.86 $79,204 - $85,142	-2,191 Reduced 0.7%	310,556 $11.3 Million
Q1 2023 Apr 21, 2023	BUY	$34.33 - $37.9 $140,958 - $155,617	4,106 Added 1.33%	312,747 $11.7 Million
Q4 2022 Jan 25, 2023	BUY	$30.88 - $34.6 $9.53 Million - $10.7 Million	308,641 New	308,641 $0

Others Institutions Holding IAU

# of Institutions

1,508

Shares Held

382M

Call Options Held

5.69M

Put Options Held

23.2M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $47B

More about IAU

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Cyndeo Wealth Partners, LLC Ishares Gold Trust Transaction History