Bull Oak Capital, LLC Ishares Gold Trust Transaction History

Bull Oak Capital, LLC

$172 Million
Q3 2024

A detailed history of Bull Oak Capital, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Bull Oak Capital, LLC holds 1,592 shares of IAU stock, worth $79,456. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,592

Holding current value

$79,456

% of portfolio

0.05%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$44.06 - $50.5 $70,143 - $80,396	1,592 New	1,592 $79,000
Q2 2022 Oct 04, 2022	BUY	$34.31 - $37.62 $2.13 Million - $2.34 Million	62,103 New	62,103 $2.13 Million

Others Institutions Holding IAU

# of Institutions

1,321

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.6 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

$906 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$745 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$680 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 $42.3B

More about IAU

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Bull Oak Capital, LLC Ishares Gold Trust Transaction History