Monograph Wealth Advisors, LLC Ishares Gold Trust Transaction History
Monograph Wealth Advisors, LLC
- $937 Million
- Q3 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 20,627 shares of IAU stock, worth $1.59 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
20,627
Previous 6,057
240.55%
Holding current value
$1.59 Million
Previous $377,000
298.14%
% of portfolio
0.16%
Previous 0.05%
Shares
4 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