Financial Partners Capital Management LLC Ishares Gold Trust Transaction History

Financial Partners Capital Management LLC

$449 Billion
Q4 2022

A detailed history of Financial Partners Capital Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Financial Partners Capital Management LLC holds 225,905 shares of IAU stock, worth $11.2 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

225,905

Holding current value

$11.2 Million

% of portfolio

1.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$30.88 - $34.6 $6.98 Million - $7.82 Million	225,905 New	225,905 $7.81 Billion
Q3 2022 Feb 27, 2023	SELL	$30.82 - $34.3 $446,242 - $496,629	-14,479 Reduced 5.7%	239,497 $7.55 Million
Q2 2022 Feb 27, 2023	SELL	$34.31 - $37.62 $4.35 Million - $4.77 Million	-126,796 Reduced 33.3%	253,976 $8.71 Million
Q1 2022 Feb 27, 2023	BUY	$34.0 - $38.98 $5.27 Million - $6.04 Million	154,867 Added 68.55%	380,772 $14 Million
Q4 2021 Feb 27, 2023	SELL	$33.36 - $35.53 $39,031 - $41,570	-1,170 Reduced 0.3%	386,434 $13.5 Million
Q3 2021 Feb 27, 2023	SELL	$32.85 - $34.83 $109,357 - $115,949	-3,329 Reduced 0.85%	387,604 $12.9 Million
Q2 2021 Feb 27, 2023	BUY	$32.9 - $68.08 $5.43 Million - $11.2 Million	165,028 Added 73.05%	390,933 $13.2 Million

Others Institutions Holding IAU

# of Institutions

1,322

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $41.9B

More about IAU

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Financial Partners Capital Management LLC Ishares Gold Trust Transaction History