Live Oak Private Wealth LLC Ishares Gold Trust Transaction History
Live Oak Private Wealth LLC
- $691 Million
- Q3 2025
A detailed history of Live Oak Private Wealth LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 3,773 shares of IAU stock, worth $290,445. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,773
Previous 3,788
0.4%
Holding current value
$290,445
Previous $236,000
16.1%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IAU
# of Institutions
1,894Shares Held
447MCall 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