Continuum Wealth Advisors, LLC Ishares Gold Trust Transaction History

Continuum Wealth Advisors, LLC

  • $158 Million
  • Q3 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 5,800 shares of IAU stock, worth $299,860. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,800
Previous 5,800 -0.0%
Holding current value
$299,860
Previous $254,000 13.39%
% of portfolio
0.18%
Previous 0.13%

Shares

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

Jul 23, 2024
SELL
$42.46 - $45.89 $7,005 - $7,571
-165 Reduced 2.77%
5,800 $254,000
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
1,294
Shares Held
377M
Call Options Held
5.16M
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 $43.8B
More about IAU
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