One Charles Private Wealth Services, LLC Ishares Gold Trust Transaction History
One Charles Private Wealth Services, LLC
- $342 Million
- Q3 2025
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 5,269 shares of IAU stock, worth $405,607. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,269
Previous 5,269
-0.0%
Holding current value
$405,607
Previous $328,000
16.77%
% of portfolio
0.11%
Previous 0.1%
Shares
2 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