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 $287,100. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,800
Previous 5,800 -0.0%
Holding current value
$287,100
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
1,322
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
Track This Portfolio

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, LLC 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 Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email