Intergy Private Wealth, LLC Ishares Gold Trust Transaction History

Intergy Private Wealth, LLC

$242 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$34.0 - $38.98 $938,400 - $1.08 Million	-27,600 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$33.36 - $35.53 $920,736 - $980,628	27,600 New	27,600 $961,000

Others Institutions Holding IAU

# of Institutions

1,202

Shares Held

375M

Call Options Held

5.68M

Put Options Held

17.8M

Bank Of America Corp Charlotte, NC

33.1M
Shares

$1.48 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$983 Million
0.07% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

21.2M
Shares

$953 Million
0.62% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

20.4M
Shares

$913 Million
1.18% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$667 Million
2.34% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $38B

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