Helium Advisors LLC Ishares Gold Trust Transaction History

Helium Advisors LLC

$126 Billion
Q4 2024

A detailed history of Helium Advisors LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Helium Advisors LLC holds 8,985 shares of IAU stock, worth $497,679. This represents 0.35% of its overall portfolio holdings.

Number of Shares

8,985

Holding current value

$497,679

% of portfolio

0.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$48.37 - $52.65 $434,604 - $473,060	8,985 New	8,985 $445 Million

Others Institutions Holding IAU

# of Institutions

1,508

Shares Held

382M

Call Options Held

5.69M

Put Options Held

23.2M

Bank Of America Corp Charlotte, NC

31M
Shares

$1.72 Billion
0.13% of portfolio
Morgan Stanley New York, NY

23.5M
Shares

$1.3 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

17.6M
Shares

$975 Million
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$770 Million
2.33% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$754 Million
2.29% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $47B

More about IAU

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