Shared Vision Wealth Group LLC Ishares Gold Trust Transaction History
Shared Vision Wealth Group LLC
- $183 Billion
- Q1 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 30,421 shares of IAU stock, worth $1.91 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
30,421
Previous 14,972
103.19%
Holding current value
$1.91 Million
Previous $741 Million
141.97%
% of portfolio
0.98%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding IAU
# of Institutions
1,625Shares Held
398MCall Options Held
5.69MPut Options Held
23.2M-
Bank Of America Corp Charlotte, NC31MShares$1.95 Billion0.13% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.47 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.17.9MShares$1.13 Billion0.77% of portfolio
-
Envestnet Asset Management Inc17.6MShares$1.1 Billion0.35% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$872 Million2.33% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $53.3B