Carl Stuart Investment Advisor, Inc Ishares Gold Trust Transaction History

Carl Stuart Investment Advisor, Inc

  • $195 Million
  • Q2 2025

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 590,679 shares of IAU stock, worth $37.2 Million. This represents 18.85% of its overall portfolio holdings.

Number of Shares
590,679
Previous 610,426 3.23%
Holding current value
$37.2 Million
Previous $36 Million 2.35%
% of portfolio
18.85%
Previous 20.32%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$56.1 - $64.74 $1.11 Million - $1.28 Million
-19,747 Reduced 3.23%
590,679 $36.8 Million
Q1 2025

Apr 23, 2025
SELL
$49.74 - $58.96 $364,395 - $431,940
-7,326 Reduced 1.19%
610,426 $36 Million
Q4 2024

Feb 10, 2025
SELL
$48.37 - $52.65 $232,030 - $252,562
-4,797 Reduced 0.77%
617,752 $30.6 Million
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

# of Institutions
1,703
Shares Held
412M
Call Options Held
3.07M
Put Options Held
7.07M
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 $53.4B
More about IAU
Track This Portfolio

Track Carl Stuart Investment Advisor, Inc Portfolio

Follow Carl Stuart Investment Advisor, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carl Stuart Investment Advisor, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Carl Stuart Investment Advisor, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email