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 $15.1 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
291,209
Previous 312,342 6.77%
Holding current value
$15.1 Million
Previous $15.5 Million 7.12%
% of portfolio
1.01%
Previous 1.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,345
Shares Held
358M
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 $44.1B
More about IAU
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