Tria Gen Wealth Management LLC Ishares Gold Trust Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 76,205 shares of IAU stock, worth $3.48 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
76,205
Previous 53,230
43.16%
Holding current value
$3.48 Million
Previous $2.08 Million
54.12%
% of portfolio
1.45%
Previous 1.01%
Shares
9 transactions
Others Institutions Holding IAU
# of Institutions
1,200Shares Held
375MCall Options Held
5.68MPut Options Held
17.8M-
Bank Of America Corp Charlotte, NC33.1MShares$1.51 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1 Billion0.07% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.21.2MShares$971 Million0.62% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA20.4MShares$931 Million1.18% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$680 Million2.34% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $38.8B