Crestwood Advisors Group LLC Ishares Gold Trust Transaction History

Crestwood Advisors Group LLC

  • $4.5 Billion
  • Q1 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 7,314 shares of IAU stock, worth $330,227. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,314
Previous 11,853 38.29%
Holding current value
$330,227
Previous $462,000 33.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 08, 2024
SELL
$37.66 - $42.01 $170,938 - $190,683
-4,539 Reduced 38.29%
7,314 $307,000
Q4 2023

Jan 29, 2024
BUY
$34.47 - $39.34 $408,572 - $466,297
11,853 New
11,853 $462,000

Others Institutions Holding IAU

# of Institutions
1,202
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 $38.3B
More about IAU
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