Gofen & Glossberg LLC Ishares Gold Trust Transaction History

Gofen & Glossberg LLC

$3.89 Billion
Q4 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	SELL	$34.0 - $38.98 $223,074 - $255,747	-6,561 Closed	0 $0
Q3 2021 Oct 13, 2021	SELL	$32.85 - $34.83 $33,868 - $35,909	-1,031 Reduced 13.58%	6,561 $219,000
Q2 2021 Jul 13, 2021	BUY	$32.9 - $68.08 $249,776 - $516,863	7,592 New	7,592 $256,000

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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