Beacon Harbor Wealth Advisors, Inc. Ishares Gold Trust Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $422 Million
- Q1 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 239,999 shares of IAU stock, worth $15.3 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
239,999
Previous 257,314
6.73%
Holding current value
$15.3 Million
Previous $12.7 Million
11.08%
% of portfolio
3.36%
Previous 3.13%
Shares
9 transactions
Others Institutions Holding IAU
# of Institutions
1,698Shares Held
411MCall Options Held
3.07MPut Options Held
7.07M-
Bank Of America Corp Charlotte, NC31.3MShares$2 Billion0.15% of portfolio
-
Morgan Stanley New York, NY23.8MShares$1.52 Billion0.1% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.17.9MShares$1.14 Billion0.77% of portfolio
-
Envestnet Asset Management Inc17.6MShares$1.12 Billion0.35% of portfolio
-
Personal Capital Advisors Corp13.6MShares$869 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $54.1B