Atlas Private Wealth Advisors Ishares Gold Trust Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Apr 21, 2022	SELL	$33.36 - $35.53 $0 - $0	0 Closed	0 $0
Q3 2021 Oct 26, 2021	SELL	$32.85 - $34.83 $164 - $174	-5 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$32.9 - $68.08 $164 - $340	5 New	5 $0

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

$1.59 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.08 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$902 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$741 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$677 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.1B

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