Advanced Research Investment Solutions, LLC Ishares Gold Trust Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$34.47 - $39.34 $80,832 - $92,252	-2,345 Reduced 8.45%	25,405 $991,000
Q2 2022 Aug 03, 2022	SELL	$34.31 - $37.62 $3,431 - $3,761	-100 Reduced 0.36%	27,750 $952,000
Q1 2022 May 10, 2022	BUY	$34.0 - $38.98 $3,400 - $3,897	100 Added 0.36%	27,850 $1.03 Million
Q2 2021 Aug 13, 2021	BUY	$32.9 - $68.08 $912,975 - $1.89 Million	27,750 New	27,750 $935,000

Others Institutions Holding IAU

# of Institutions

1,300

Shares Held

378M

Call Options Held

5.16M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.64 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.11 Billion
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20M
Shares

$1.02 Billion
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$920 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$757 Million
2.51% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $43B

More about IAU

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