A detailed history of Mfa Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 151,322 shares of IAU stock, worth $7.87 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
151,322
Previous 151,553 0.15%
Holding current value
$7.87 Million
Previous $6.66 Million 12.96%
% of portfolio
2.02%
Previous 1.72%

Shares

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

Oct 22, 2024

SELL
$44.06 - $50.5 $10,177 - $11,665
-231 Reduced 0.15%
151,322 $7.52 Million
Q2 2024

Jul 22, 2024

BUY
$42.46 - $45.89 $6.43 Million - $6.95 Million
151,553 New
151,553 $6.66 Million
Q1 2022

May 16, 2022

SELL
$34.0 - $38.98 $198,594 - $227,682
-5,841 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$33.36 - $35.53 $3.41 Million - $3.63 Million
-102,115 Reduced 94.59%
5,841 $204,000
Q3 2021

Nov 15, 2021

BUY
$32.85 - $34.83 $3.55 Million - $3.76 Million
107,956 New
107,956 $130,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $44.1B
More about IAU
Track This Portfolio

Track Mfa Wealth Advisors, LLC Portfolio

Follow Mfa Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mfa Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mfa Wealth Advisors, LLC with notifications on news.