Hillcrest Wealth Advisors Ny, LLC Ishares Gold Trust Transaction History

Hillcrest Wealth Advisors Ny, LLC

$212 Million
Q2 2025

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 4,650 shares of IAU stock, worth $297,879. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,650

Previous 4,650 -0.0%

Holding current value

$297,879

Previous $274,000 5.47%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$42.46 - $45.89 $197,439 - $213,388	4,650 New	4,650 $204,000
Q4 2022 Feb 08, 2023	SELL	$30.88 - $34.6 $131,240 - $147,050	-4,250 Reduced 32.88%	8,675 $300,000
Q3 2022 Nov 03, 2022	BUY	$30.82 - $34.3 $174,133 - $193,794	5,650 Added 77.66%	12,925 $408,000
Q2 2022 Aug 02, 2022	BUY	$34.31 - $37.62 $249,605 - $273,685	7,275 New	7,275 $250,000
Q1 2022 May 09, 2022	SELL	$34.0 - $38.98 $426,700 - $489,198	-12,550 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$33.36 - $35.53 $125,100 - $133,237	-3,750 Reduced 23.01%	12,550 $437,000
Q3 2021 Oct 26, 2021	BUY	$32.85 - $34.83 $195,457 - $207,238	5,950 Added 57.49%	16,300 $545,000
Q2 2021 Aug 03, 2021	BUY	$32.9 - $68.08 $340,515 - $704,628	10,350 New	10,350 $349,000

Others Institutions Holding IAU

# of Institutions

1,723

Shares Held

399M

Call Options Held

2.47M

Put Options Held

7.09M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $54.3B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Account

Hillcrest Wealth Advisors Ny, LLC Ishares Gold Trust Transaction History