Carolinas Wealth Consulting LLC Ishares Gold Trust Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 6,000 shares of IAU stock, worth $376,740. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,000
Previous 4,500 33.33%
Holding current value
$376,740
Previous $223,000 33.18%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
BUY
$48.37 - $52.65 $72,555 - $78,975
1,500 Added 33.33%
6,000 $297,000
Q3 2024

Nov 12, 2024
BUY
$44.06 - $50.5 $44,060 - $50,500
1,000 Added 28.57%
4,500 $223,000
Q2 2024

Aug 12, 2024
BUY
$42.46 - $45.89 $21,230 - $22,945
500 Added 16.67%
3,500 $153,000
Q2 2021

Aug 17, 2021
BUY
$32.9 - $68.08 $98,700 - $204,240
3,000 New
3,000 $101,000

Others Institutions Holding IAU

# of Institutions
1,632
Shares Held
399M
Call Options Held
5.69M
Put Options Held
23.2M
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 $53.3B
More about IAU
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC 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 Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email