A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 18,712 shares of IAU stock, worth $926,244. This represents 0.59% of its overall portfolio holdings.

Number of Shares
18,712
Previous 19,027 1.66%
Holding current value
$926,244
Previous $836 Million 11.26%
% of portfolio
0.59%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$44.06 - $50.5 $13,878 - $15,907
-315 Reduced 1.66%
18,712 $930 Million
Q2 2024

Aug 12, 2024

BUY
$42.46 - $45.89 $2,080 - $2,248
49 Added 0.26%
19,027 $836 Million
Q1 2024

May 09, 2024

BUY
$37.66 - $42.01 $714,711 - $797,265
18,978 New
18,978 $833 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42B
More about IAU
Track This Portfolio

Track Bright Financial Advisors, Inc. Portfolio

Follow Bright Financial 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 Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.