Transform Wealth, LLC Ishares Gold Trust Transaction History

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 298,295 shares of IAU stock, worth $16.2 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
298,295
Previous 5,853 4996.45%
Holding current value
$16.2 Million
Previous $290,000 4992.41%
% of portfolio
0.84%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$48.37 - $52.65 $14.1 Million - $15.4 Million
292,442 Added 4996.45%
298,295 $14.8 Million
Q3 2024

Oct 15, 2024
SELL
$44.06 - $50.5 $22,426 - $25,704
-509 Reduced 8.0%
5,853 $290,000
Q2 2024

Jul 15, 2024
BUY
$42.46 - $45.89 $22,843 - $24,688
538 Added 9.24%
6,362 $279,000
Q1 2024

Apr 15, 2024
SELL
$37.66 - $42.01 $6.07 Million - $6.77 Million
-161,218 Reduced 96.51%
5,824 $244,000
Q4 2023

Jan 18, 2024
BUY
$34.47 - $39.34 $79,281 - $90,482
2,300 Added 1.4%
167,042 $6.52 Million
Q3 2023

Oct 10, 2023
SELL
$34.99 - $37.48 $6.11 Million - $6.54 Million
-174,513 Reduced 51.44%
164,742 $5.76 Million
Q2 2023

Jul 13, 2023
SELL
$36.15 - $38.86 $50,718 - $54,520
-1,403 Reduced 0.41%
339,255 $12.3 Million
Q1 2023

Apr 14, 2023
BUY
$34.33 - $37.9 $5.89 Million - $6.5 Million
171,446 Added 101.32%
340,658 $12.7 Million
Q4 2022

Jan 12, 2023
BUY
$30.88 - $34.6 $5.23 Million - $5.85 Million
169,212 New
169,212 $0
Q3 2021

Oct 15, 2021
SELL
$32.85 - $34.83 $2.44 Million - $2.58 Million
-74,169 Closed
0 $0
Q2 2021

Jul 20, 2021
BUY
$32.9 - $68.08 $2.44 Million - $5.05 Million
74,169 New
74,169 $2.5 Million

Others Institutions Holding IAU

# of Institutions
1,493
Shares Held
379M
Call Options Held
5.75M
Put Options Held
23M
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 $46.2B
More about IAU
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