Hamilton Point Investment Advisors, LLC Ishares Gold Trust Transaction History

Hamilton Point Investment Advisors, LLC

$546 Million
Q1 2025

A detailed history of Hamilton Point Investment Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 165,396 shares of IAU stock, worth $10.3 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

165,396

Previous 130,553 26.69%

Holding current value

$10.3 Million

Previous $6.46 Million 50.87%

% of portfolio

1.79%

Previous 1.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$49.74 - $58.96 $1.73 Million - $2.05 Million	34,843 Added 26.69%	165,396 $9.75 Million
Q4 2024 Jan 23, 2025	BUY	$48.37 - $52.65 $101,286 - $110,249	2,094 Added 1.63%	130,553 $6.46 Million
Q3 2024 Nov 12, 2024	SELL	$44.06 - $50.5 $121,914 - $139,733	-2,767 Reduced 2.11%	128,459 $6.38 Million
Q2 2024 Aug 06, 2024	BUY	$42.46 - $45.89 $112,731 - $121,837	2,655 Added 2.07%	131,226 $5.76 Million
Q1 2024 May 07, 2024	SELL	$37.66 - $42.01 $50,728 - $56,587	-1,347 Reduced 1.04%	128,571 $5.4 Million
Q4 2023 Jan 30, 2024	BUY	$34.47 - $39.34 $88,174 - $100,631	2,558 Added 2.01%	129,918 $5.07 Million
Q3 2023 Nov 09, 2023	BUY	$34.99 - $37.48 $61,232 - $65,590	1,750 Added 1.39%	127,360 $4.46 Million
Q2 2023 Aug 03, 2023	SELL	$36.15 - $38.86 $255,110 - $274,235	-7,057 Reduced 5.32%	125,610 $4.57 Million
Q1 2023 May 10, 2023	BUY	$34.33 - $37.9 $4.55 Million - $5.03 Million	132,667 New	132,667 $4.96 Million

Others Institutions Holding IAU

# of Institutions

1,698

Shares Held

411M

Call Options Held

3.07M

Put Options Held

7.07M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $52.7B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hamilton Point Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hamilton Point Investment Advisors, LLC with notifications on news.

Account

Hamilton Point Investment Advisors, LLC Ishares Gold Trust Transaction History