Fortis Group Advisors, LLC Ishares Gold Trust Transaction History

Fortis Group Advisors, LLC

$515 Billion
Q1 2025

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 156,952 shares of IAU stock, worth $9.56 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

156,952

Previous 82,436 90.39%

Holding current value

$9.56 Million

Previous $4.08 Billion 126.73%

% of portfolio

1.8%

Previous 0.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$49.74 - $58.96 $3.71 Million - $4.39 Million	74,516 Added 90.39%	156,952 $9.25 Billion
Q4 2024 Jan 31, 2025	SELL	$48.37 - $52.65 $8.84 Million - $9.63 Million	-182,818 Reduced 68.92%	82,436 $4.08 Billion
Q3 2024 Oct 21, 2024	BUY	$44.06 - $50.5 $1.51 Million - $1.73 Million	34,316 Added 14.86%	265,254 $13.2 Billion
Q2 2024 Jul 30, 2024	BUY	$42.46 - $45.89 $4 Million - $4.32 Million	94,152 Added 68.83%	230,938 $10.1 Billion
Q1 2024 Apr 30, 2024	BUY	$37.66 - $42.01 $1.41 Million - $1.57 Million	37,320 Added 37.52%	136,786 $5.75 Billion
Q3 2023 Dec 01, 2023	BUY	$34.99 - $37.48 $463,407 - $496,385	13,244 Added 15.36%	99,466 $3.72 Billion
Q2 2023 Jul 18, 2023	SELL	$36.15 - $38.86 $999,186 - $1.07 Million	-27,640 Reduced 24.27%	86,222 $3.14 Billion
Q1 2023 May 26, 2023	BUY	$34.33 - $37.9 $3.91 Million - $4.32 Million	113,862 New	113,862 $4.29 Billion

Others Institutions Holding IAU

# of Institutions

1,695

Shares Held

411M

Call Options Held

3.07M

Put Options Held

7.07M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $51.7B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Account

Fortis Group Advisors, LLC Ishares Gold Trust Transaction History