Kovitz Investment Group Partners, LLC Ishares Gold Trust Transaction History

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 672,812 shares of IAU stock, worth $33.1 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

672,812

Previous 6,482 10279.7%

Holding current value

$33.1 Million

Previous $284,000 11673.94%

% of portfolio

0.22%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$44.06 - $50.5 $29.4 Million - $33.6 Million	666,330 Added 10279.7%	672,812 $33.4 Million
Q2 2024 Aug 14, 2024	BUY	$42.46 - $45.89 $6,071 - $6,562	143 Added 2.26%	6,482 $284,000
Q1 2024 May 14, 2024	SELL	$37.66 - $42.01 $8,473 - $9,452	-225 Reduced 3.43%	6,339 $266,000
Q4 2023 Feb 07, 2024	BUY	$34.47 - $39.34 $758 - $865	22 Added 0.34%	6,564 $256,000
Q2 2023 Aug 08, 2023	SELL	$36.15 - $38.86 $128,657 - $138,302	-3,559 Reduced 35.23%	6,542 $238,000
Q1 2023 May 11, 2023	BUY	$34.33 - $37.9 $346,767 - $382,827	10,101 New	10,101 $377,000

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 $41.8B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Account

Kovitz Investment Group Partners, LLC Ishares Gold Trust Transaction History