A detailed history of Insight Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 163,724 shares of IAU stock, worth $8.09 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
163,724
Previous 158,355 3.39%
Holding current value
$8.09 Million
Previous $6.96 Million 16.98%
% of portfolio
1.63%
Previous 1.21%

Shares

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

Nov 13, 2024

BUY
$44.06 - $50.5 $236,558 - $271,134
5,369 Added 3.39%
163,724 $8.14 Million
Q2 2024

Jul 18, 2024

BUY
$42.46 - $45.89 $78,381 - $84,712
1,846 Added 1.18%
158,355 $6.96 Million
Q1 2024

May 10, 2024

BUY
$37.66 - $42.01 $29,261 - $32,641
777 Added 0.5%
156,509 $6.57 Million
Q4 2023

Feb 13, 2024

BUY
$34.47 - $39.34 $234,706 - $267,866
6,809 Added 4.57%
155,732 $6.08 Million
Q3 2023

Oct 30, 2023

SELL
$34.99 - $37.48 $51,365 - $55,020
-1,468 Reduced 0.98%
148,923 $5.21 Million
Q2 2023

Aug 11, 2023

SELL
$36.15 - $38.86 $710,889 - $764,181
-19,665 Reduced 11.56%
150,391 $5.47 Million
Q1 2023

May 12, 2023

SELL
$34.33 - $37.9 $45,521 - $50,255
-1,326 Reduced 0.77%
170,056 $6.35 Million
Q4 2022

Jan 31, 2023

BUY
$30.88 - $34.6 $2,161 - $2,422
70 Added 0.04%
171,382 $5.93 Million
Q3 2022

Dec 01, 2022

SELL
$30.82 - $34.3 $336,277 - $374,247
-10,911 Reduced 5.99%
171,312 $5.4 Million
Q2 2022

Jul 13, 2022

BUY
$34.31 - $37.62 $45,872 - $50,297
1,337 Added 0.74%
182,223 $6.25 Million
Q1 2022

May 02, 2022

BUY
$34.0 - $38.98 $41,276 - $47,321
1,214 Added 0.68%
180,886 $6.66 Million
Q4 2021

Feb 04, 2022

BUY
$33.36 - $35.53 $70,489 - $75,074
2,113 Added 1.19%
179,672 $6.25 Million
Q3 2021

Nov 05, 2021

SELL
$32.85 - $34.83 $599,249 - $635,368
-18,242 Reduced 9.32%
177,559 $5.93 Million
Q2 2021

Jul 14, 2021

BUY
$32.9 - $68.08 $6.44 Million - $13.3 Million
195,801 New
195,801 $6.6 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
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