Crestwood Advisors Group LLC Ishares Gold Trust Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 8,729 shares of IAU stock, worth $671,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,729
Previous 8,729 -0.0%
Holding current value
$671,958
Previous $544,000 16.73%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$56.1 - $64.74 $2,244 - $2,589
-40 Reduced 0.46%
8,729 $544,000
Q1 2025

May 05, 2025
BUY
$49.74 - $58.96 $75,803 - $89,855
1,524 Added 21.04%
8,769 $517,000
Q2 2024

Aug 01, 2024
SELL
$42.46 - $45.89 $2,929 - $3,166
-69 Reduced 0.94%
7,245 $318,000
Q1 2024

May 08, 2024
SELL
$37.66 - $42.01 $170,938 - $190,683
-4,539 Reduced 38.29%
7,314 $307,000
Q4 2023

Jan 29, 2024
BUY
$34.47 - $39.34 $408,572 - $466,297
11,853 New
11,853 $462,000

Others Institutions Holding IAU

# of Institutions
1,902
Shares Held
447M
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
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