Confluence Investment Management LLC Ishares Gold Trust Call Options Transaction History

Confluence Investment Management LLC

$7.15 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IAU

# of Institutions

1,296

Shares Held

377M

Call Options Held

5.16M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.68 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.13 Billion
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20M
Shares

$1.04 Billion
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$938 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.8M
Shares

$766 Million
2.42% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $43.8B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Confluence Investment Management LLC with notifications on news.