Sea Crest Wealth Management, LLC Ishares Gold Trust Transaction History

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 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 8,638 shares of IAU stock, worth $540,997. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,638
Previous 8,287 4.24%
Holding current value
$540,997
Previous $410,000 24.15%
% of portfolio
0.06%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,560
Shares Held
385M
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 $53.1B
More about IAU
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest 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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email