Cfs Investment Advisory Services, LLC Ishares Gold Trust Transaction History
Cfs Investment Advisory Services, LLC
- $1.22 Billion
- Q2 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 4,884 shares of IAU stock, worth $308,180. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,884
Previous 4,925
0.83%
Holding current value
$308,180
Previous $290,000
5.17%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IAU
# of Institutions
1,738Shares Held
410MCall Options Held
3.87MPut Options Held
7.2M-
Bank Of America Corp Charlotte, NC30.3MShares$1.91 Billion0.14% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.48 Billion0.1% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.15.8MShares$995 Million0.63% of portfolio
-
Envestnet Asset Management Inc13.9MShares$877 Million0.27% of portfolio
-
Personal Capital Advisors Corp13.6MShares$859 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $53.5B