Intergy Private Wealth, LLC Ishares Gold Trust Transaction History

Intergy Private Wealth, LLC

$260 Million
Q3 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

1,320

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.55 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.05 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$878 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$722 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$659 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $41B

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