Worth Financial Advisory Group, LLC Ishares Gold Trust Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 21,626 shares of IAU stock, worth $1.08 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
21,626
Previous 21,895
1.23%
Holding current value
$1.08 Million
Previous $920 Million
3.29%
% of portfolio
0.62%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding IAU
# of Institutions
1,264Shares Held
375MCall Options Held
5.19MPut Options Held
28.3M-
Bank Of America Corp Charlotte, NC32.4MShares$1.62 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 Billion0.17% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18MShares$902 Million0.59% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.8MShares$742 Million2.42% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $42.5B