Cassady Schiller Wealth Management, LLC Ishares Gold Trust Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 343 shares of IAU stock, worth $26,404. This represents 0.01% of its overall portfolio holdings.

Number of Shares
343
Previous 343 -0.0%
Holding current value
$26,404
Previous $17,000 5.88%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$42.46 - $45.89 $7,133 - $7,709
168 Added 96.0%
343 $15,000
Q1 2024

May 13, 2024
BUY
$37.66 - $42.01 $6,590 - $7,351
175 New
175 $7,000
Q1 2022

May 12, 2022
SELL
$34.0 - $38.98 $8,704 - $9,978
-256 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$33.36 - $35.53 $8,540 - $9,095
256 New
256 $9,000

Others Institutions Holding IAU

# of Institutions
1,924
Shares Held
445M
Call Options Held
4.27M
Put Options Held
9.14M
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 $65.3B
More about IAU
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email