Capital Advisors Inc Ishares Gold Trust Transaction History

Capital Advisors Inc

$4.61 Billion
Q1 2024

A detailed history of Capital Advisors Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Capital Advisors Inc holds 9,337 shares of IAU stock, worth $421,565. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,337

Holding current value

$421,565

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$37.66 - $42.01 $351,631 - $392,247	9,337 New	9,337 $392,000
Q2 2022 Jul 15, 2022	SELL	$34.31 - $37.62 $246,105 - $269,848	-7,173 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$34.0 - $38.98 $243,882 - $279,603	7,173 New	7,173 $264,000

Others Institutions Holding IAU

# of Institutions

1,202

Shares Held

375M

Call Options Held

5.68M

Put Options Held

17.8M

Bank Of America Corp Charlotte, NC

33.1M
Shares

$1.49 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$990 Million
0.07% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

21.2M
Shares

$959 Million
0.62% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

20.4M
Shares

$920 Million
1.18% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$672 Million
2.34% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $38.3B

More about IAU

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Capital Advisors Inc Ishares Gold Trust Transaction History