Life Plan Financial, LLC Ishares Gold Trust Transaction History
Life Plan Financial, LLC
- $109 Billion
- Q1 2024
A detailed history of Life Plan Financial, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Life Plan Financial, LLC holds 197,713 shares of IAU stock, worth $8.86 Million. This represents 7.61% of its overall portfolio holdings.
Number of Shares
197,713
Previous 192,713
2.59%
Holding current value
$8.86 Million
Previous $7.52 Billion
10.43%
% of portfolio
7.61%
Previous 7.53%
Shares
2 transactions
Others Institutions Holding IAU
# of Institutions
1,204Shares Held
376MCall Options Held
5.68MPut Options Held
17.8M-
Bank Of America Corp Charlotte, NC33.1MShares$1.48 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.9MShares$983 Million0.07% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.21.2MShares$953 Million0.62% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA20.4MShares$913 Million1.18% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$667 Million2.34% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $38B