Mosaic Family Wealth Partners, LLC Ishares Gold Trust Transaction History

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 11,257 shares of IAU stock, worth $555,758. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,257
Previous 11,257 -0.0%
Holding current value
$555,758
Previous $495 Million 13.13%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$34.47 - $39.34 $1,689 - $1,927
-49 Reduced 0.43%
11,257 $439 Million
Q3 2023

Nov 01, 2023
SELL
$34.99 - $37.48 $2,834 - $3,035
-81 Reduced 0.71%
11,306 $396 Million
Q2 2023

Aug 08, 2023
BUY
$36.15 - $38.86 $189,642 - $203,859
5,246 Added 85.43%
11,387 $414 Million
Q1 2023

Apr 10, 2023
BUY
$34.33 - $37.9 $210,820 - $232,743
6,141 New
6,141 $229 Million

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

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $41.9B
More about IAU
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, 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 Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email