Bright Financial Advisors, Inc. Ishares Gold Trust Transaction History

Bright Financial Advisors, Inc.

  • $159 Billion
  • Q4 2024

A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 18,286 shares of IAU stock, worth $981,775. This represents 0.57% of its overall portfolio holdings.

Number of Shares
18,286
Previous 18,712 2.28%
Holding current value
$981,775
Previous $930 Million 2.65%
% of portfolio
0.57%
Previous 0.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$48.37 - $52.65 $20,605 - $22,428
-426 Reduced 2.28%
18,286 $905 Million
Q3 2024

Oct 10, 2024
SELL
$44.06 - $50.5 $13,878 - $15,907
-315 Reduced 1.66%
18,712 $930 Million
Q2 2024

Aug 12, 2024
BUY
$42.46 - $45.89 $2,080 - $2,248
49 Added 0.26%
19,027 $836 Million
Q1 2024

May 09, 2024
BUY
$37.66 - $42.01 $714,711 - $797,265
18,978 New
18,978 $833 Million

Others Institutions Holding IAU

# of Institutions
1,400
Shares Held
359M
Call Options Held
5.12M
Put Options Held
22.4M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $45.5B
More about IAU
Track This Portfolio

Track Bright Financial Advisors, Inc. Portfolio

Follow Bright Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email