Wells Financial Advisors Inc Ishares Gold Trust Transaction History
Wells Financial Advisors Inc
- $71.4 Million
- Q2 2025
A detailed history of Wells Financial Advisors Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,000 shares of IAU stock, worth $125,820. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$125,820
Previous $117,000
5.98%
% of portfolio
0.17%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding IAU
# of Institutions
1,703Shares Held
412MCall Options Held
3.07MPut Options Held
7.07M-
Bank Of America Corp Charlotte, NC31.3MShares$1.97 Billion0.15% of portfolio
-
Morgan Stanley New York, NY23.8MShares$1.5 Billion0.1% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.17.9MShares$1.13 Billion0.77% of portfolio
-
Envestnet Asset Management Inc17.6MShares$1.11 Billion0.35% of portfolio
-
Personal Capital Advisors Corp13.6MShares$857 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $53.4B