Concurrent Investment Advisors, LLC Ishares Gold Trust Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 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 14,291 shares of IAU stock, worth $707,404. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,291
Previous 11,714 22.0%
Holding current value
$707,404
Previous $515 Million 38.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2024
BUY
$44.06 - $50.5 $113,542 - $130,138
2,577 Added 22.0%
14,291 $710 Million
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
1,322
Shares Held
357M
Call Options Held
5.12M
Put Options Held
22.4M
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 $42B
More about IAU
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