B.O.S.S. Retirement Advisors, LLC I Shares Gold Trust Micro Transaction History

B.O.S.S. Retirement Advisors, LLC

$391 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	BUY	$18.18 - $20.74 $1.81 Million - $2.07 Million	99,791 New	99,791 $2.06 Billion
Q4 2023 Jan 19, 2024	SELL	$18.18 - $20.74 $1.65 Million - $1.88 Million	-90,542 Closed	0 $2.06 Billion
Q4 2023 Jan 08, 2024	SELL	$18.18 - $20.74 $183,127 - $208,914	-10,073 Reduced 10.01%	90,542 $1.67 Billion
Q3 2023 Oct 17, 2023	BUY	$18.45 - $19.75 $370,808 - $396,935	20,098 Added 24.96%	100,615 $1.86 Billion
Q2 2023 Jul 10, 2023	SELL	$19.05 - $20.47 $33,013 - $35,474	-1,733 Reduced 2.11%	80,517 $1.54 Billion
Q1 2023 Apr 17, 2023	BUY	$18.08 - $19.95 $182,770 - $201,674	10,109 Added 14.01%	82,250 $1.62 Billion
Q4 2022 Feb 06, 2023	BUY	$16.26 - $18.21 $1.17 Million - $1.31 Million	72,141 New	72,141 $1.31 Billion

Others Institutions Holding IAUM

# of Institutions

71

Shares Held

26.9M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

8.41M
Shares

$223 Million
3.05% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

6.72M
Shares

$179 Million
8.11% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

4.4M
Shares

$117 Million
0.08% of portfolio
School Employees Retirement Board Of Ohio Columbus, OH

1.49M
Shares

$39.5 Million
29.12% of portfolio
Teacher Retirement System Of Texas Austin, TX

1.3M
Shares

$34.5 Million
0.17% of portfolio

About iShares Gold Trust Micro

Ticker IAUM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 60,350,000
Market Cap $1.6B

More about IAUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.