Jeppson Wealth Management, LLC Ishares Gold Trust Transaction History
Jeppson Wealth Management, LLC
- $289 Million
- Q2 2025
A detailed history of Jeppson Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 3,370 shares of IAU stock, worth $256,861. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,370Holding current value
$256,861% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IAU
# of Institutions
1,756Shares Held
412MCall Options Held
4.09MPut Options Held
7.17M-
Bank Of America Corp Charlotte, NC30.3MShares$2.31 Billion0.14% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.79 Billion0.1% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.15.8MShares$1.2 Billion0.63% of portfolio
-
Envestnet Asset Management Inc13.9MShares$1.06 Billion0.27% of portfolio
-
Personal Capital Advisors Corp13.6MShares$1.04 Billion2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $64.6B