Badgley Phelps Wealth Managers, LLC Ishares Gold Trust Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 9,512 shares of IAU stock, worth $732,233. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,512
Previous 9,238
2.97%
Holding current value
$732,233
Previous $576,000
20.14%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IAU
# of Institutions
1,891Shares Held
447MCall Options Held
4.27MPut Options Held
9.14M-
Bank Of America Corp Charlotte, NC30.8MShares$2.37 Billion0.16% of portfolio
-
Morgan Stanley New York, NY24.8MShares$1.91 Billion0.11% of portfolio
-
Envestnet Asset Management Inc20.5MShares$1.58 Billion0.46% of portfolio
-
Personal Capital Advisors Corp13.6MShares$1.05 Billion2.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.5MShares$1.04 Billion0.31% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $65.3B