Concurrent Investment Advisors, LLC Ishares Gold Trust Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 526,441 shares of IAU stock, worth $39.9 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
526,441
Previous 96,166
447.43%
Holding current value
$39.9 Million
Previous $6 Billion
538.82%
% of portfolio
0.66%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding IAU
# of Institutions
1,828Shares Held
412MCall Options Held
4.02MPut Options Held
7.17M-
Bank Of America Corp Charlotte, NC30.3MShares$2.3 Billion0.14% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.78 Billion0.1% of portfolio
-
Envestnet Asset Management Inc13.9MShares$1.05 Billion0.27% of portfolio
-
Personal Capital Advisors Corp13.6MShares$1.03 Billion2.29% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$961 Million0.17% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $64.3B