Org Wealth Partners, LLC Ishares Gold Trust Transaction History

Org Wealth Partners, LLC

$139 Million
Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Org Wealth Partners, LLC holds 53 shares of IAU stock, worth $2,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,702

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	BUY	$48.37 - $52.65 $2,563 - $2,790	53 New	53 $2,000

Others Institutions Holding IAU

# of Institutions

1,325

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.63 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.1 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$926 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$761 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$694 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 $43.2B

More about IAU

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Org Wealth Partners, LLC Ishares Gold Trust Transaction History