A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 10,937 shares of IAU stock, worth $543,787. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,937
Holding current value
$543,787
% of portfolio
0.19%

Shares

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

Oct 23, 2024

BUY
$44.06 - $50.5 $481,884 - $552,318
10,937 New
10,937 $543,000
Q2 2022

Jul 28, 2022

SELL
$34.31 - $37.62 $29,060 - $31,864
-847 Reduced 5.67%
14,091 $483,000
Q1 2022

Jul 28, 2022

BUY
$34.0 - $38.98 $149,770 - $171,706
4,405 Added 41.82%
14,938 $550,000
Q1 2022

May 13, 2022

BUY
$34.0 - $38.98 $358,122 - $410,576
10,533 New
10,533 $388,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42.2B
More about IAU
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