Ever Source Wealth Advisors, LLC Ishares Gold Trust Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 658,428 shares of IAU stock, worth $32.5 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
658,428
Previous 651,369
1.08%
Holding current value
$32.5 Million
Previous $28.6 Million
14.36%
% of portfolio
2.22%
Previous 1.91%
Shares
12 transactions
Others Institutions Holding IAU
# of Institutions
1,322Shares Held
357MCall Options Held
5.12MPut Options Held
22.4M-
Bank Of America Corp Charlotte, NC32MShares$1.58 Billion0.13% of portfolio
-
Morgan Stanley New York, NY21.7MShares$1.07 Billion0.08% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.18.2MShares$897 Million0.64% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.9MShares$737 Million2.51% of portfolio
-
Personal Capital Advisors Corp13.6MShares$673 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $41.9B