Impact Partnership Wealth, LLC Ishares Gold Trust Transaction History

Impact Partnership Wealth, LLC

$443 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	BUY	$34.99 - $37.48 $69,455 - $74,397	1,985 Added 3609.09%	2,040 $71.4 Million
Q2 2023 Jul 17, 2023	BUY	$36.15 - $38.86 $1,988 - $2,137	55 New	55 $2 Million

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 Impact Partnership Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.