Davies Financial Advisors, Inc. Ishares Gold Trust Transaction History
Davies Financial Advisors, Inc.
- $115 Billion
- Q3 2024
A detailed history of Davies Financial Advisors, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 84,754 shares of IAU stock, worth $4.2 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
84,754
Previous 82,375
2.89%
Holding current value
$4.2 Million
Previous $3.62 Billion
16.4%
% of portfolio
3.68%
Previous 3.38%
Shares
3 transactions
Others Institutions Holding IAU
# of Institutions
1,322Shares Held
357MCall Options Held
5.12MPut Options Held
22.4M-
Bank Of America Corp Charlotte, NC32MShares$1.58 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.7MShares$1.07 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18.2MShares$899 Million0.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$739 Million2.51% of portfolio
-
Personal Capital Advisors Corp13.6MShares$674 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $42B