Wescott Financial Advisory Group, LLC Ishares Gold Trust Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 16,247 shares of IAU stock, worth $849,880. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,247
Previous 16,683 2.61%
Holding current value
$849,880
Previous $732,000 10.25%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 12, 2024
SELL
$44.06 - $50.5 $19,210 - $22,018
-436 Reduced 2.61%
16,247 $807,000
Q1 2024

May 13, 2024
SELL
$37.66 - $42.01 $22,407 - $24,995
-595 Reduced 3.44%
16,683 $700,000
Q3 2023

Nov 09, 2023
SELL
$34.99 - $37.48 $7,102 - $7,608
-203 Reduced 1.16%
17,278 $604,000
Q3 2022

Nov 14, 2022
BUY
$30.82 - $34.3 $121,430 - $135,142
3,940 Added 29.1%
17,481 $551,000
Q2 2021

Aug 10, 2021
BUY
$32.9 - $68.08 $445,498 - $921,871
13,541 New
13,541 $466,000

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
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