A detailed history of Mission Wealth Management, LP transactions in Ishares Gold Trust stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,328 shares of IAU stock, worth $473,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,328
Previous 9,622 3.06%
Holding current value
$473,675
Previous $422,000 9.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024

SELL
$44.06 - $50.5 $12,953 - $14,847
-294 Reduced 3.06%
9,328 $463,000
Q2 2024

Aug 02, 2024

SELL
$42.46 - $45.89 $49,423 - $53,415
-1,164 Reduced 10.79%
9,622 $422,000
Q1 2024

Apr 30, 2024

BUY
$37.66 - $42.01 $406,200 - $453,119
10,786 New
10,786 $453,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.1B
More about IAU
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.