Estate Counselors, LLC Ishares Gold Trust Transaction History

Estate Counselors, LLC

$346 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$36.15 - $38.86 $16,267 - $17,487	-450 Reduced 0.75%	59,335 $2.16 Million
Q1 2023 May 04, 2023	SELL	$34.33 - $37.9 $4,119 - $4,548	-120 Reduced 0.2%	59,785 $2.23 Million
Q4 2022 Feb 08, 2023	BUY	$30.88 - $34.6 $10,808 - $12,110	350 Added 0.59%	59,905 $2.07 Million
Q3 2022 Nov 04, 2022	SELL	$30.82 - $34.3 $998,876 - $1.11 Million	-32,410 Reduced 35.24%	59,555 $1.88 Million
Q2 2022 Aug 03, 2022	BUY	$34.31 - $37.62 $130,378 - $142,956	3,800 Added 4.31%	91,965 $3.16 Million
Q4 2021 Feb 14, 2022	SELL	$33.36 - $35.53 $25,353 - $27,002	-760 Reduced 0.85%	88,165 $3.07 Million
Q3 2021 Nov 03, 2021	SELL	$32.85 - $34.83 $1.72 Million - $1.83 Million	-52,450 Reduced 37.1%	88,925 $2.97 Million
Q2 2021 Aug 03, 2021	BUY	$32.9 - $68.08 $4.65 Million - $9.62 Million	141,375 New	141,375 $4.77 Million

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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