A detailed history of Colonial Trust Advisors transactions in Ishares Gold Trust stock. As of the latest transaction made, Colonial Trust Advisors holds 2,848 shares of IAU stock, worth $142,143. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,848
Previous 2,848 -0.0%
Holding current value
$142,143
Previous $125,000 12.8%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$42.46 - $45.89 $934 - $1,009
-22 Reduced 0.77%
2,848 $125,000
Q1 2024

May 13, 2024

BUY
$37.66 - $42.01 $828 - $924
22 Added 0.77%
2,870 $120,000
Q4 2023

Feb 14, 2024

SELL
$34.47 - $39.34 $72,766 - $83,046
-2,111 Reduced 42.57%
2,848 $111,000
Q3 2023

Nov 13, 2023

SELL
$34.99 - $37.48 $314 - $337
-9 Reduced 0.18%
4,959 $173,000
Q3 2022

Nov 14, 2022

BUY
$30.82 - $34.3 $153,113 - $170,402
4,968 New
4,968 $157,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42.3B
More about IAU
Track This Portfolio

Track Colonial Trust Advisors Portfolio

Follow Colonial Trust Advisors 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 Colonial Trust Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust Advisors with notifications on news.