Carmel Capital Partners, LLC Ishares Gold Trust Transaction History

Carmel Capital Partners, LLC

$248 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	BUY	$34.99 - $37.48 $178,868 - $191,597	5,112 Added 3454.05%	5,260 $184,000
Q1 2023 Apr 19, 2023	BUY	$34.33 - $37.9 $5,080 - $5,609	148 New	148 $5,000

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

About ISHARES GOLD TRUST

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

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