Pacific Capital Wealth Advisors, Inc Ishares Gold Trust Transaction History

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 101,879 shares of IAU stock, worth $6.58 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
101,879
Previous 101,918 0.04%
Holding current value
$6.58 Million
Previous $5.05 Million 19.05%
% of portfolio
1.04%
Previous 0.84%

Shares

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

Apr 17, 2025
SELL
$49.74 - $58.96 $1,939 - $2,299
-39 Reduced 0.04%
101,879 $6.01 Million
Q4 2024

Jan 22, 2025
BUY
$48.37 - $52.65 $723,083 - $787,064
14,949 Added 17.19%
101,918 $5.05 Million
Q3 2024

Oct 15, 2024
SELL
$44.06 - $50.5 $273,921 - $313,958
-6,217 Reduced 6.67%
86,969 $4.32 Million
Q2 2024

Aug 06, 2024
BUY
$42.46 - $45.89 $1.15 Million - $1.24 Million
27,107 Added 41.02%
93,186 $4.09 Million
Q1 2024

May 15, 2024
SELL
$37.66 - $42.01 $50,539 - $56,377
-1,342 Reduced 1.99%
66,079 $2.78 Million
Q4 2023

Feb 06, 2024
SELL
$34.47 - $39.34 $425,187 - $485,258
-12,335 Reduced 15.47%
67,421 $2.63 Million
Q3 2023

Nov 03, 2023
SELL
$34.99 - $37.48 $552,876 - $592,221
-15,801 Reduced 16.54%
79,756 $2.79 Million
Q2 2023

Aug 01, 2023
SELL
$36.15 - $38.86 $1.64 Million - $1.76 Million
-45,407 Reduced 32.21%
95,557 $3.48 Million
Q1 2023

May 05, 2023
BUY
$34.33 - $37.9 $975,143 - $1.08 Million
28,405 Added 25.24%
140,964 $5.27 Million
Q4 2022

Feb 14, 2023
SELL
$30.88 - $34.6 $752,051 - $842,648
-24,354 Reduced 17.79%
112,559 $3.89 Million
Q3 2022

Nov 14, 2022
BUY
$30.82 - $34.3 $1.49 Million - $1.65 Million
48,227 Added 54.38%
136,913 $4.32 Million
Q2 2022

Aug 05, 2022
BUY
$34.31 - $37.62 $2.11 Million - $2.32 Million
61,575 Added 227.12%
88,686 $3.04 Million
Q1 2022

May 16, 2022
BUY
$34.0 - $38.98 $252,212 - $289,153
7,418 Added 37.67%
27,111 $998,000
Q4 2021

Mar 08, 2022
BUY
$33.36 - $35.53 $114,024 - $121,441
3,418 Added 21.0%
19,693 $686,000
Q3 2021

Nov 30, 2021
BUY
$32.85 - $34.83 $95,035 - $100,763
2,893 Added 21.62%
16,275 $544,000
Q2 2021

Aug 13, 2021
BUY
$32.9 - $68.08 $440,267 - $911,046
13,382 New
13,382 $451,000

Others Institutions Holding IAU

# of Institutions
1,564
Shares Held
386M
Call Options Held
5.69M
Put Options Held
23.2M
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 $54.8B
More about IAU
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email