Summit Place Financial Advisors, LLC Ishares Gold Trust Transaction History
Summit Place Financial Advisors, LLC
- $170 Million
- Q3 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 82,870 shares of IAU stock, worth $4.1 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
82,870
Previous 87,620
5.42%
Holding current value
$4.1 Million
Previous $3.85 Million
6.99%
% of portfolio
2.42%
Previous 2.37%
Shares
11 transactions
Others Institutions Holding IAU
# of Institutions
1,322Shares Held
357MCall Options Held
5.12MPut Options Held
22.4M-
Bank Of America Corp Charlotte, NC32MShares$1.58 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.7MShares$1.07 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18.2MShares$899 Million0.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$739 Million2.51% of portfolio
-
Personal Capital Advisors Corp13.6MShares$674 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $42B