Congress Wealth Management LLC Ishares Gold Trust Call Options Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IAU

# of Institutions

1,322

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.58 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.07 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$894 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$735 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$671 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $41.8B

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