United Financial Planning Group LLC Ishares Gold Trust Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, United Financial Planning Group LLC holds 216 shares of IAU stock, worth $16,627. This represents 0.01% of its overall portfolio holdings.
Number of Shares
216Holding current value
$16,627% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IAU
# of Institutions
1,944Shares Held
449MCall 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