Lifeworks Advisors, LLC Ishares Gold Trust Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 145,452 shares of IAU stock, worth $7.26 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
145,452
Previous 116,166
25.21%
Holding current value
$7.26 Million
Previous $5.1 Million
41.64%
% of portfolio
1.46%
Previous 1.45%
Shares
7 transactions
Others Institutions Holding IAU
# of Institutions
1,321Shares Held
357MCall Options Held
5.12MPut Options Held
22.4M-
Bank Of America Corp Charlotte, NC32MShares$1.6 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.7MShares$1.08 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18.2MShares$906 Million0.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$745 Million2.51% of portfolio
-
Personal Capital Advisors Corp13.6MShares$680 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $42.3B