Sea Crest Wealth Management, LLC Ishares Gold Trust Transaction History

Sea Crest Wealth Management, LLC

$874 Million
Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 9,026 shares of IAU stock, worth $677,040. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,026

Previous 8,638 4.49%

Holding current value

$677,040

Previous $509,000 10.41%

% of portfolio

0.06%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$56.1 - $64.74 $21,766 - $25,119	388 Added 4.49%	9,026 $562,000
Q1 2025 Apr 11, 2025	BUY	$49.74 - $58.96 $17,458 - $20,694	351 Added 4.24%	8,638 $509,000
Q4 2024 Jan 14, 2025	BUY	$48.37 - $52.65 $10,399 - $11,319	215 Added 2.66%	8,287 $410,000
Q3 2024 Oct 16, 2024	BUY	$44.06 - $50.5 $104,113 - $119,331	2,363 Added 41.39%	8,072 $401,000
Q1 2024 Apr 18, 2024	SELL	$37.66 - $42.01 $3,765 - $4,201	-100 Reduced 1.72%	5,709 $239,000
Q4 2023 Jan 18, 2024	SELL	$34.47 - $39.34 $24,714 - $28,206	-717 Reduced 10.99%	5,809 $226,000
Q3 2023 Oct 12, 2023	SELL	$34.99 - $37.48 $34,570 - $37,030	-988 Reduced 13.15%	6,526 $228,000
Q1 2023 May 11, 2023	BUY	$34.33 - $37.9 $257,955 - $284,780	7,514 New	7,514 $280,000
Q2 2022 Aug 09, 2022	BUY	$34.31 - $37.62 $857 - $940	25 Added 0.43%	5,857 $201,000
Q1 2022 May 16, 2022	SELL	$34.0 - $38.98 $6,800 - $7,795	-200 Reduced 3.32%	5,832 $215,000
Q4 2021 Feb 11, 2022	SELL	$33.36 - $35.53 $9,407 - $10,019	-282 Reduced 4.47%	6,032 $210,000
Q3 2021 Nov 16, 2021	SELL	$32.85 - $34.83 $13,140 - $13,932	-400 Reduced 5.96%	6,314 $211,000
Q2 2021 Aug 12, 2021	BUY	$32.9 - $68.08 $220,890 - $457,089	6,714 New	6,714 $226,000

Others Institutions Holding IAU

# of Institutions

1,755

Shares Held

412M

Call Options Held

4.09M

Put Options Held

7.17M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $63.6B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Account

Sea Crest Wealth Management, LLC Ishares Gold Trust Transaction History