M Holdings Securities, Inc. ISHARES GOLD TR Transaction History

M Holdings Securities, Inc.

$620 Million
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 19, 2021	SELL	N/A	-102,218 Closed	0 $0
Q1 2021 May 12, 2021	SELL	N/A	-234 Reduced 0.23%	102,218 $1.66 Million
Q4 2020 Feb 26, 2021	SELL	N/A	-1,188 Reduced 1.15%	102,452 $1.86 Million
Q3 2020 Nov 16, 2020	BUY	N/A	36,233 Added 53.75%	103,640 $1.86 Million
Q2 2020 Aug 21, 2020	SELL	N/A	-6,090 Reduced 8.29%	67,407 $1.15 Million
Q1 2020 May 13, 2020	BUY	N/A	34,046 Added 86.3%	73,497 $1.11 Million
Q4 2019 Feb 10, 2020	SELL	N/A	-23,278 Reduced 37.11%	39,451 $572,000
Q3 2019 Nov 04, 2019	BUY	N/A	264 Added 0.42%	62,729 $884,000
Q2 2019 Aug 16, 2019	SELL	N/A	-8,259 Reduced 11.68%	62,465 $843,000
Q1 2019 May 17, 2019	BUY	N/A	63 Added 0.09%	70,724 $876,000
Q4 2018 Feb 15, 2019	SELL	N/A	-775 Reduced 1.08%	70,661 $868,000
Q3 2018 Nov 16, 2018	SELL	N/A	-11,200 Reduced 13.55%	71,436 $817,000
Q2 2018 Aug 17, 2018	SELL	N/A	-3,096 Reduced 3.61%	82,636 $993,000
Q1 2018 May 18, 2018	SELL	N/A	-12,884 Reduced 13.06%	85,732 $1.09 Million
Q4 2017 Feb 15, 2018	SELL	N/A	-25,103 Reduced 20.29%	98,616 $3.84 Million
Q3 2017 Nov 15, 2017	BUY	N/A	253 Added 0.2%	123,719 $1.52 Million
Q2 2017 Aug 22, 2017	BUY	N/A	123,466	123,466 $1.47 Million

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