A detailed history of Omnia Family Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Omnia Family Wealth, LLC holds 137,201 shares of IAU stock, worth $7.08 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares
137,201
Previous 138,527 0.96%
Holding current value
$7.08 Million
Previous $5.82 Million 3.57%
% of portfolio
2.56%
Previous 2.73%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$42.46 - $45.89 $56,301 - $60,850
-1,326 Reduced 0.96%
137,201 $6.03 Million
Q1 2024

Apr 30, 2024

SELL
$37.66 - $42.01 $189,128 - $210,974
-5,022 Reduced 3.5%
138,527 $5.82 Million
Q4 2023

Feb 05, 2024

SELL
$34.47 - $39.34 $165,007 - $188,320
-4,787 Reduced 3.23%
143,549 $5.6 Million
Q3 2023

Nov 01, 2023

SELL
$34.99 - $37.48 $1.05 Million - $1.12 Million
-29,972 Reduced 16.81%
148,336 $5.19 Million
Q2 2023

Jul 31, 2023

SELL
$36.15 - $38.86 $517,234 - $556,008
-14,308 Reduced 7.43%
178,308 $6.49 Million
Q4 2022

Jan 31, 2023

BUY
$30.88 - $34.6 $3 Million - $3.36 Million
97,093 Added 101.64%
192,616 $6.66 Million
Q2 2022

Jul 22, 2022

SELL
$34.31 - $37.62 $47,725 - $52,329
-1,391 Reduced 1.44%
95,523 $3.28 Million
Q1 2022

May 06, 2022

SELL
$34.0 - $38.98 $11,254 - $12,902
-331 Reduced 0.34%
96,914 $3.57 Million
Q4 2021

Feb 04, 2022

BUY
$33.36 - $35.53 $21,250 - $22,632
637 Added 0.66%
97,245 $3.39 Million
Q3 2021

Nov 03, 2021

SELL
$32.85 - $34.83 $919 - $975
-28 Reduced 0.03%
96,608 $3.23 Million
Q2 2021

Aug 03, 2021

BUY
$32.9 - $68.08 $3.18 Million - $6.58 Million
96,636 New
96,636 $3.26 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.8B
More about IAU
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