Steward Partners Investment Advisory, LLC Ishares Gold Trust Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 456,953 shares of IAU stock, worth $28.4 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
456,953
Previous 365,300 25.09%
Holding current value
$28.4 Million
Previous $18.1 Million 48.96%
% of portfolio
0.25%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$49.74 - $58.96 $4.56 Million - $5.4 Million
91,653 Added 25.09%
456,953 $26.9 Million
Q4 2024

Feb 06, 2025
BUY
$48.37 - $52.65 $2.83 Million - $3.08 Million
58,565 Added 19.09%
365,300 $18.1 Million
Q3 2024

Nov 14, 2024
BUY
$44.06 - $50.5 $2.84 Million - $3.26 Million
64,554 Added 26.66%
306,735 $15.2 Million
Q2 2024

Aug 08, 2024
SELL
$42.46 - $45.89 $315,307 - $340,779
-7,426 Reduced 2.98%
242,181 $10.6 Million
Q1 2024

May 15, 2024
SELL
$37.66 - $42.01 $380,516 - $424,469
-10,104 Reduced 3.89%
249,607 $10.5 Million
Q4 2023

Feb 12, 2024
BUY
$34.47 - $39.34 $2.25 Million - $2.57 Million
65,305 Added 33.59%
259,711 $10.1 Million
Q3 2023

Nov 13, 2023
SELL
$34.99 - $37.48 $2.62 Million - $2.8 Million
-74,744 Reduced 27.77%
194,406 $6.8 Million
Q2 2023

Aug 14, 2023
SELL
$36.15 - $38.86 $1.09 Million - $1.17 Million
-30,070 Reduced 10.05%
269,150 $9.79 Million
Q1 2023

May 15, 2023
BUY
$34.33 - $37.9 $4.14 Million - $4.57 Million
120,590 Added 67.51%
299,220 $11.2 Million
Q4 2022

Feb 15, 2023
SELL
$30.88 - $34.6 $493,709 - $553,184
-15,988 Reduced 8.22%
178,630 $6.18 Million
Q3 2022

Nov 10, 2022
SELL
$30.82 - $34.3 $441,650 - $491,518
-14,330 Reduced 6.86%
194,618 $6.14 Million
Q2 2022

Aug 04, 2022
BUY
$34.31 - $37.62 $260,309 - $285,422
7,587 Added 3.77%
208,948 $7.17 Million
Q1 2022

May 02, 2022
BUY
$34.0 - $38.98 $184,042 - $210,998
5,413 Added 2.76%
201,361 $7.42 Million
Q4 2021

Feb 08, 2022
SELL
$33.36 - $35.53 $32,225 - $34,321
-966 Reduced 0.49%
195,948 $6.82 Million
Q3 2021

Nov 12, 2021
SELL
$32.85 - $34.83 $594,880 - $630,736
-18,109 Reduced 8.42%
196,914 $6.58 Million
Q2 2021

Aug 13, 2021
BUY
$32.9 - $68.08 $7.07 Million - $14.6 Million
215,023 New
215,023 $7.25 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

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $52.7B
More about IAU
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