Encompass Wealth Advisors, LLC Ishares Gold Trust Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 13,825 shares of IAU stock, worth $706,181. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,825
Previous 13,825 -0.0%
Holding current value
$706,181
Previous $607,000 13.18%
% of portfolio
0.25%
Previous 0.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 03, 2021
BUY
$32.9 - $68.08 $454,842 - $941,206
13,825 New
13,825 $466,000

Others Institutions Holding IAU

# of Institutions
1,318
Shares Held
357M
Call Options Held
5.12M
Put Options Held
22.4M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $43.3B
More about IAU
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email