Concurrent Investment Advisors, LLC Ishares Gold Trust Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 526,441 shares of IAU stock, worth $40.5 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
526,441
Previous 96,166
447.43%
Holding current value
$40.5 Million
Previous $6 Billion
538.82%
% of portfolio
0.66%
Previous 0.12%
Shares
8 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