Financial Advisory Group Ishares Gold Trust Transaction History

Financial Advisory Group

$552 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$34.33 - $37.9 $194,307 - $214,514	5,660 New	5,660 $211,000
Q2 2022 Aug 10, 2022	SELL	$34.31 - $37.62 $194,194 - $212,929	-5,660 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$34.0 - $38.98 $192,440 - $220,626	5,660 New	5,660 $208,000

Others Institutions Holding IAU

# of Institutions

1,299

Shares Held

378M

Call Options Held

5.16M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.66 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.12 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

$927 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$762 Million
2.51% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $43.3B

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