Epg Wealth Management LLC Ishares Gold Trust Transaction History

Epg Wealth Management LLC

$0
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$42.46 - $45.89 $467,229 - $504,973	-11,004 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$34.0 - $38.98 $374,136 - $428,935	11,004 New	11,004 $405,000

Others Institutions Holding IAU

# of Institutions

1,259

Shares Held

375M

Call Options Held

5.19M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.62 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.1 Billion
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20M
Shares

$1 Billion
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18M
Shares

$902 Million
0.59% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.8M
Shares

$742 Million
2.42% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.5B

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