Ifs Advisors, LLC Ishares Gold Trust Transaction History

Ifs Advisors, LLC

$126 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 01, 2023	SELL	$34.33 - $37.9 $8,033 - $8,868	-234 Reduced 50.11%	233 $8,000
Q4 2022 Jan 27, 2023	BUY	$30.88 - $34.6 $14,420 - $16,158	467 New	467 $0

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

$1.61 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

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

18.2M
Shares

$899 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$739 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$674 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42B

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