Fermata Advisors, LLC Ishares Gold Trust Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Fermata Advisors, LLC holds 137,983 shares of IAU stock, worth $6.93 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
137,983
Previous 139,689
1.22%
Holding current value
$6.93 Million
Previous $5.87 Million
3.29%
% of portfolio
1.46%
Previous 1.34%
Shares
13 transactions
Others Institutions Holding IAU
# of Institutions
1,263Shares Held
375MCall Options Held
5.19MPut Options Held
28.3M-
Bank Of America Corp Charlotte, NC32.4MShares$1.63 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.1 Billion0.08% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA20MShares$1.01 Billion0.17% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18MShares$904 Million0.59% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.8MShares$743 Million2.42% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $42.6B