Stone Point Wealth LLC Ishares Gold Trust Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 2025
A detailed history of Stone Point Wealth LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Stone Point Wealth LLC holds 5,223 shares of IAU stock, worth $402,066. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,223
Previous 5,223
-0.0%
Holding current value
$402,066
Previous $325,000
16.92%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IAU
# of Institutions
1,894Shares 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