Wescott Financial Advisory Group, LLC Ishares Gold Trust Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 16,247 shares of IAU stock, worth $829,896. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,247
Previous 16,683
2.61%
Holding current value
$829,896
Previous $732,000
10.25%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding IAU
# of Institutions
1,318Shares Held
357MCall Options Held
5.12MPut Options Held
22.4M-
Bank Of America Corp Charlotte, NC32MShares$1.63 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.7MShares$1.11 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18.2MShares$927 Million0.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$762 Million2.51% of portfolio
-
Personal Capital Advisors Corp13.6MShares$696 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $43.3B