Holistic Financial Partners Ishares Gold Trust Transaction History
Holistic Financial Partners
- $205 Million
- Q3 2024
A detailed history of Holistic Financial Partners transactions in Ishares Gold Trust stock. As of the latest transaction made, Holistic Financial Partners holds 32,987 shares of IAU stock, worth $1.66 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
32,987
Previous 32,987
-0.0%
Holding current value
$1.66 Million
Previous $1.45 Million
13.11%
% of portfolio
0.8%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding IAU
# of Institutions
1,320Shares Held
357MCall Options Held
5.12MPut Options Held
22.4M-
Bank Of America Corp Charlotte, NC32MShares$1.61 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.7MShares$1.09 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18.2MShares$912 Million0.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$750 Million2.51% of portfolio
-
Personal Capital Advisors Corp13.6MShares$684 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $42.6B