A detailed history of Carl Stuart Investment Advisor, Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Carl Stuart Investment Advisor, Inc holds 622,549 shares of IAU stock, worth $32.2 Million. This represents 17.4% of its overall portfolio holdings.

Number of Shares
622,549
Previous 627,101 0.73%
Holding current value
$32.2 Million
Previous $31.2 Million 0.73%
% of portfolio
17.4%
Previous 18.37%

Shares

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

Oct 21, 2024

SELL
$44.06 - $50.5 $200,561 - $229,876
-4,552 Reduced 0.73%
622,549 $30.9 Million
Q3 2024

Oct 16, 2024

BUY
$44.06 - $50.5 $191,440 - $219,422
4,345 Added 0.7%
627,101 $31.2 Million
Q2 2024

Jul 31, 2024

SELL
$42.46 - $45.89 $184,488 - $199,392
-4,345 Reduced 0.69%
622,756 $27.4 Million
Q1 2024

Apr 24, 2024

BUY
$37.66 - $42.01 $502,535 - $560,581
13,344 Added 2.17%
627,101 $26.3 Million
Q4 2023

Jan 11, 2024

SELL
$34.47 - $39.34 $161,940 - $184,819
-4,698 Reduced 0.76%
613,757 $24 Million
Q3 2023

Oct 10, 2023

BUY
$34.99 - $37.48 $143,738 - $153,967
4,108 Added 0.67%
618,455 $21.6 Million
Q2 2023

Jul 19, 2023

SELL
$36.15 - $38.86 $76,854 - $82,616
-2,126 Reduced 0.34%
614,347 $22.4 Million
Q1 2023

Apr 10, 2023

BUY
$34.33 - $37.9 $6.08 Million - $6.71 Million
177,033 Added 40.29%
616,473 $23 Million
Q4 2022

Feb 13, 2023

SELL
$30.88 - $34.6 $6.79 Million - $7.61 Million
-219,876 Reduced 33.35%
439,440 $15.2 Million
Q3 2022

Nov 10, 2022

BUY
$30.82 - $34.3 $131,108 - $145,912
4,254 Added 0.65%
659,316 $21.5 Million
Q2 2022

Aug 11, 2022

BUY
$34.31 - $37.62 $5,489 - $6,019
160 Added 0.02%
655,062 $21.7 Million
Q1 2022

May 04, 2022

BUY
$34.0 - $38.98 $22.3 Million - $25.5 Million
654,902 New
654,902 $241 Million
Q1 2022

Apr 12, 2022

SELL
$34.0 - $38.98 $21.5 Million - $24.6 Million
-631,194 Closed
0 $0
Q4 2021

Feb 15, 2022

BUY
$33.36 - $35.53 $21.1 Million - $22.4 Million
631,194 New
631,194 $22 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.8B
More about IAU
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