Lake Point Wealth Management Ishares Gold Trust Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Ishares Gold Trust stock. As of the latest transaction made, Lake Point Wealth Management holds 343,729 shares of IAU stock, worth $18.7 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
343,729
Previous 369,446
6.96%
Holding current value
$18.7 Million
Previous $13.6 Million
13.33%
% of portfolio
6.7%
Previous 6.3%
Shares
5 transactions
Others Institutions Holding IAU
# of Institutions
1,493Shares Held
379MCall Options Held
5.75MPut Options Held
23M-
Bank Of America Corp Charlotte, NC31MShares$1.69 Billion0.13% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.28 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.17.6MShares$959 Million0.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$757 Million2.33% of portfolio
-
Personal Capital Advisors Corp13.6MShares$742 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $46.2B