Continuum Wealth Advisors, LLC Ishares Gold Trust Transaction History

Continuum Wealth Advisors, LLC

  • $175 Million
  • Q1 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 5,965 shares of IAU stock, worth $262,042. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,965
Previous 5,770 3.38%
Holding current value
$262,042
Previous $225,000 11.11%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$37.66 - $42.01 $7,343 - $8,191
195 Added 3.38%
5,965 $250,000
Q3 2023

Oct 25, 2023
SELL
$34.99 - $37.48 $699 - $749
-20 Reduced 0.35%
5,770 $201,000
Q2 2023

Jul 27, 2023
BUY
$36.15 - $38.86 $397 - $427
11 Added 0.19%
5,790 $210,000
Q1 2023

May 15, 2023
SELL
$34.33 - $37.9 $7,277 - $8,034
-212 Reduced 3.54%
5,779 $215,000
Q4 2022

Mar 01, 2023
BUY
$30.88 - $34.6 $185,002 - $207,288
5,991 New
5,991 $207 Million

Others Institutions Holding IAU

# of Institutions
1,201
Shares Held
375M
Call Options Held
5.68M
Put Options Held
17.8M
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 $37.3B
More about IAU
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