Bergan Kdv Wealth Management, LLC Ishares Gold Trust Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 11,392 shares of IAU stock, worth $566,182. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,392
Previous 12,074
5.65%
Holding current value
$566,182
Previous $451,000
8.2%
% of portfolio
0.04%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding IAU
# of Institutions
1,259Shares Held
375MCall Options Held
5.19MPut Options Held
28.3M-
Bank Of America Corp Charlotte, NC32.4MShares$1.61 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.09 Billion0.08% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA20MShares$995 Million0.17% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18MShares$895 Million0.59% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.8MShares$736 Million2.42% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $42.2B