One Charles Private Wealth Services, LLC Ishares Gold Trust Transaction History
One Charles Private Wealth Services, LLC
- $325 Million
- Q2 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 $385,796. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,269
Previous 5,269
-0.0%
Holding current value
$385,796
Previous $310,000
5.81%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IAU
# of Institutions
1,755Shares Held
412MCall Options Held
4.09MPut Options Held
7.17M-
Bank Of America Corp Charlotte, NC30.3MShares$2.22 Billion0.14% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.72 Billion0.1% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.15.8MShares$1.15 Billion0.63% of portfolio
-
Envestnet Asset Management Inc13.9MShares$1.02 Billion0.27% of portfolio
-
Personal Capital Advisors Corp13.6MShares$997 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $62.1B