Forbes Financial Planning, Inc. Ishares Gold Trust Transaction History

Forbes Financial Planning, Inc.

$127 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$34.0 - $38.98 $596,870 - $684,293	-17,555 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$33.36 - $35.53 $585,634 - $623,729	17,555 New	17,555 $614,000

Others Institutions Holding IAU

# of Institutions

1,260

Shares Held

375M

Call Options Held

5.19M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.63 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

$1.01 Billion
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18M
Shares

$904 Million
0.59% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.8M
Shares

$744 Million
2.42% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.6B

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