Concurrent Investment Advisors, LLC Ishares Gold Trust Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,714 shares of IAU stock, worth $586,637. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,714
Previous 7,845 49.32%
Holding current value
$586,637
Previous $330 Million 56.15%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jul 30, 2024
BUY
$42.46 - $45.89 $164,277 - $177,548
3,869 Added 49.32%
11,714 $515 Million
Q1 2024

May 07, 2024
BUY
$37.66 - $42.01 $16,419 - $18,316
436 Added 5.88%
7,845 $330 Million
Q4 2023

Apr 15, 2024
BUY
$34.47 - $39.34 $255,388 - $291,470
7,409 New
7,409 $289 Million

Others Institutions Holding IAU

# of Institutions
1,264
Shares Held
375M
Call Options Held
5.19M
Put Options Held
28.3M
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 $42.5B
More about IAU
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