Compass Wealth Management LLC Ishares Gold Trust Transaction History

Compass Wealth Management LLC

$425 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$42.46 - $45.89 $17,620 - $19,044	415 New	415 $18.2 Million
Q4 2022 Feb 17, 2023	BUY	$30.88 - $34.6 $8,800 - $9,861	285 New	285 $9.86 Million

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

$904 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$743 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$678 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.2B

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