Balanced Rock Investment Advisor Ishares Gold Trust Transaction History

Balanced Rock Investment Advisor

$128 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$34.47 - $39.34 $465,034 - $530,735	13,491 New	13,491 $527 Million

Others Institutions Holding IAU

# of Institutions

1,378

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.69 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.14 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

17.6M
Shares

$929 Million
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$787 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$719 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $44.7B

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