Dynamic Wealth Strategies, LLC Ishares Gold Trust Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 446 shares of IAU stock, worth $33,097. This represents 0.02% of its overall portfolio holdings.
Number of Shares
446
Previous 446
-0.0%
Holding current value
$33,097
Previous $27,000
18.52%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IAU
# of Institutions
1,851Shares Held
420MCall Options Held
4.02MPut Options Held
7.17M-
Bank Of America Corp Charlotte, NC30.3MShares$2.25 Billion0.14% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.74 Billion0.1% of portfolio
-
Envestnet Asset Management Inc20.5MShares$1.52 Billion0.46% of portfolio
-
Personal Capital Advisors Corp13.6MShares$1.01 Billion2.29% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$941 Million0.17% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $62.9B