Monograph Wealth Advisors, LLC Ishares Gold Trust Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
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 5,232 shares of IAU stock, worth $262,018. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,232
Previous 5,232
-0.0%
Holding current value
$262,018
Previous $219,000
4.57%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IAU
# of Institutions
1,264Shares Held
375MCall Options Held
5.19MPut Options Held
28.3M-
Bank Of America Corp Charlotte, NC32.4MShares$1.62 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.1 Billion0.08% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA20MShares$1 Billion0.17% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18MShares$902 Million0.59% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.8MShares$742 Million2.42% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $42.5B