Glassman Wealth Services Ishares Gold Trust Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$34.33 - $37.9 $3,982 - $4,396	116 New	116 $4,000
Q4 2021 Feb 14, 2022	SELL	$33.36 - $35.53 $467 - $497	-14 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$32.85 - $34.83 $459 - $487	14 New	14 $0

Others Institutions Holding IAU

# of Institutions

1,320

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.59 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.08 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$904 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$743 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$678 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.2B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.