Oak Harbor Wealth Partners, LLC Ishares Gold Trust Transaction History

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 12,793 shares of IAU stock, worth $669,201. This represents 0.18% of its overall portfolio holdings.

Number of Shares
12,793
Previous 12,793 -0.0%
Holding current value
$669,201
Previous $561,000 13.19%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Feb 09, 2024
SELL
$34.47 - $39.34 $8,514 - $9,716
-247 Reduced 1.89%
12,793 $499,000
Q2 2023

Jul 27, 2023
SELL
$36.15 - $38.86 $22,232 - $23,898
-615 Reduced 4.5%
13,040 $474,000
Q1 2023

Apr 24, 2023
SELL
$34.33 - $37.9 $15,585 - $17,206
-454 Reduced 3.22%
13,655 $510,000
Q4 2022

Jan 18, 2023
SELL
$30.88 - $34.6 $8,677 - $9,722
-281 Reduced 1.95%
14,109 $0
Q3 2022

Nov 03, 2022
SELL
$30.82 - $34.3 $10,478 - $11,661
-340 Reduced 2.31%
14,390 $454,000
Q4 2021

Feb 17, 2022
BUY
$33.36 - $35.53 $491,392 - $523,356
14,730 New
14,730 $513,000

Others Institutions Holding IAU

# of Institutions
1,357
Shares Held
358M
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 $44.4B
More about IAU
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email