Beacon Harbor Wealth Advisors, Inc. Ishares Gold Trust Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $407 Million
- Q4 2024
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 257,314 shares of IAU stock, worth $14.2 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
257,314
Previous 246,516
4.38%
Holding current value
$14.2 Million
Previous $12.3 Million
3.97%
% of portfolio
3.13%
Previous 2.92%
Shares
8 transactions
Others Institutions Holding IAU
# of Institutions
1,474Shares Held
378MCall Options Held
6.31MPut Options Held
23M-
Bank Of America Corp Charlotte, NC32MShares$1.77 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.7MShares$1.2 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.17.6MShares$973 Million0.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$768 Million2.33% of portfolio
-
Personal Capital Advisors Corp13.6MShares$753 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $46.9B