Three Bridge Wealth Advisors, LLC Ishares Gold Trust Transaction History
Three Bridge Wealth Advisors, LLC
- $250 Million
- Q2 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 194,374 shares of IAU stock, worth $9.19 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
194,374
Previous 182,879
6.29%
Holding current value
$9.19 Million
Previous $7.68 Million
11.14%
% of portfolio
3.41%
Previous 3.08%
Shares
10 transactions
Others Institutions Holding IAU
# of Institutions
1,258Shares Held
375MCall Options Held
5.19MPut Options Held
28.3M-
Bank Of America Corp Charlotte, NC32.4MShares$1.53 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.03 Billion0.08% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA20MShares$947 Million0.17% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18MShares$852 Million0.59% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.8MShares$700 Million2.42% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $40.1B