Impact Partnership Wealth, LLC Ishares Gold Trust Transaction History

Impact Partnership Wealth, LLC

$443 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	BUY	$34.99 - $37.48 $69,455 - $74,397	1,985 Added 3609.09%	2,040 $71.4 Million
Q2 2023 Jul 17, 2023	BUY	$36.15 - $38.86 $1,988 - $2,137	55 New	55 $2 Million

Others Institutions Holding IAU

# of Institutions

1,320

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.61 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.09 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$912 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$750 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$684 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.6B

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