Dynasty Wealth Management, LLC Ishares Gold Trust Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,205,274 shares of IAU stock, worth $75.4 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
1,205,274
Previous 753,522
59.95%
Holding current value
$75.4 Million
Previous $37.3 Billion
90.48%
% of portfolio
1.18%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding IAU
# of Institutions
1,697Shares Held
411MCall Options Held
3.07MPut Options Held
7.07M-
Bank Of America Corp Charlotte, NC31.3MShares$1.96 Billion0.15% of portfolio
-
Morgan Stanley New York, NY23.8MShares$1.49 Billion0.1% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.17.9MShares$1.12 Billion0.77% of portfolio
-
Envestnet Asset Management Inc17.6MShares$1.1 Billion0.35% of portfolio
-
Personal Capital Advisors Corp13.6MShares$852 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $53.1B