A detailed history of Fortis Group Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 136,786 shares of IAU stock, worth $6.13 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
136,786
Previous 99,466 37.52%
Holding current value
$6.13 Million
Previous $3.72 Billion 54.6%
% of portfolio
1.06%
Previous 0.92%

Shares

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

Apr 30, 2024

BUY
$37.66 - $42.01 $1.41 Million - $1.57 Million
37,320 Added 37.52%
136,786 $5.75 Billion
Q3 2023

Dec 01, 2023

BUY
$34.99 - $37.48 $463,407 - $496,385
13,244 Added 15.36%
99,466 $3.72 Billion
Q2 2023

Jul 18, 2023

SELL
$36.15 - $38.86 $999,186 - $1.07 Million
-27,640 Reduced 24.27%
86,222 $3.14 Billion
Q1 2023

May 26, 2023

BUY
$34.33 - $37.9 $3.91 Million - $4.32 Million
113,862 New
113,862 $4.29 Billion

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $38B
More about IAU
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