Summit Place Financial Advisors, LLC Ishares Gold Trust Transaction History
Summit Place Financial Advisors, LLC
- $162 Million
- Q1 2024
A detailed history of Summit Place Financial Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 88,572 shares of IAU stock, worth $4 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
88,572
Previous 70,453
25.72%
Holding current value
$4 Million
Previous $2.75 Million
35.32%
% of portfolio
2.3%
Previous 1.86%
Shares
9 transactions
Others Institutions Holding IAU
# of Institutions
1,202Shares Held
375MCall Options Held
5.68MPut Options Held
17.8M-
Bank Of America Corp Charlotte, NC33.1MShares$1.49 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.9MShares$990 Million0.07% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.21.2MShares$959 Million0.62% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA20.4MShares$920 Million1.18% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$672 Million2.34% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $38.3B