Evermay Wealth Management LLC Ishares Gold Trust Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Evermay Wealth Management LLC holds 70,804 shares of IAU stock, worth $4.17 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
70,804
Previous 71,042 0.34%
Holding current value
$4.17 Million
Previous $3.53 Million 0.71%
% of portfolio
0.54%
Previous 0.57%

Shares

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

Jan 23, 2025
SELL
$48.37 - $52.65 $11,512 - $12,530
-238 Reduced 0.34%
70,804 $3.51 Million
Q1 2024

May 13, 2024
BUY
$37.66 - $42.01 $2.68 Million - $2.98 Million
71,042 New
71,042 $2.98 Million
Q4 2022

Jan 19, 2023
BUY
$30.88 - $34.6 $308 - $346
10 New
10 $0
Q1 2022

May 16, 2022
SELL
$34.0 - $38.98 $7,888 - $9,043
-232 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$32.9 - $68.08 $7,632 - $15,794
232 New
232 $8,000

Others Institutions Holding IAU

# of Institutions
1,525
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
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