Warren Street Wealth Advisors, LLC Ishares Gold Trust Transaction History
Warren Street Wealth Advisors, LLC
- $197 Million
- Q2 2024
A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 5,108 shares of IAU stock, worth $256,523. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,108
Previous 5,561
8.15%
Holding current value
$256,523
Previous $233,000
3.86%
% of portfolio
0.11%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding IAU
# of Institutions
1,259Shares Held
375MCall Options Held
5.19MPut Options Held
28.3M-
Bank Of America Corp Charlotte, NC32.4MShares$1.63 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.1 Billion0.08% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA20MShares$1.01 Billion0.17% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18MShares$904 Million0.59% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.8MShares$744 Million2.42% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $42.6B