Evermay Wealth Management LLC Ishares Gold Trust Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Evermay Wealth Management LLC holds 70,804 shares of IAU stock, worth $4.03 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
70,804
Previous 71,042
0.34%
Holding current value
$4.03 Million
Previous $3.53 Million
0.71%
% of portfolio
0.54%
Previous 0.57%
Shares
5 transactions
Others Institutions Holding IAU
# of Institutions
1,523Shares Held
382MCall Options Held
5.69MPut Options Held
23.2M-
Bank Of America Corp Charlotte, NC31MShares$1.76 Billion0.13% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.34 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.17.6MShares$1 Billion0.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$791 Million2.33% of portfolio
-
Personal Capital Advisors Corp13.6MShares$776 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $48.3B