Life Plan Financial, LLC Ishares Gold Trust Transaction History
Life Plan Financial, LLC
- $126 Billion
- Q3 2025
A detailed history of Life Plan Financial, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Life Plan Financial, LLC holds 152,529 shares of IAU stock, worth $11.7 Million. This represents 8.79% of its overall portfolio holdings.
Number of Shares
152,529
Previous 161,217
5.39%
Holding current value
$11.7 Million
Previous $10.1 Billion
10.4%
% of portfolio
8.79%
Previous 8.33%
Shares
8 transactions
Others Institutions Holding IAU
# of Institutions
1,890Shares 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