Confluence Investment Management LLC Ishares Gold Trust Transaction History
Confluence Investment Management LLC
- $7.15 Billion
- Q3 2024
A detailed history of Confluence Investment Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Confluence Investment Management LLC holds 14,370 shares of IAU stock, worth $728,559. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,370
Previous 13,685
5.01%
Holding current value
$728,559
Previous $601,000
18.8%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding IAU
# of Institutions
1,300Shares Held
378MCall Options Held
5.16MPut Options Held
28.3M-
Bank Of America Corp Charlotte, NC32.4MShares$1.64 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.11 Billion0.08% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA20MShares$1.02 Billion0.17% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18.2MShares$920 Million0.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$757 Million2.51% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $43B