Legacy Financial Group LLC Ishares Gold Trust Transaction History
Legacy Financial Group LLC
- $591 Million
- Q2 2025
A detailed history of Legacy Financial Group LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Legacy Financial Group LLC holds 33,064 shares of IAU stock, worth $2.55 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
33,064
Previous 72,059
54.12%
Holding current value
$2.55 Million
Previous $4.25 Million
51.48%
% of portfolio
0.35%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding IAU
# of Institutions
1,892Shares Held
448MCall Options Held
4.27MPut Options Held
9.14M-
Bank Of America Corp Charlotte, NC30.8MShares$2.37 Billion0.16% of portfolio
-
Morgan Stanley New York, NY24.8MShares$1.91 Billion0.11% of portfolio
-
Envestnet Asset Management Inc20.5MShares$1.58 Billion0.46% of portfolio
-
Personal Capital Advisors Corp13.6MShares$1.05 Billion2.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.5MShares$1.04 Billion0.31% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $65.3B