Lee Financial CO Ishares Gold Trust Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$34.47 - $39.34 $1,895 - $2,163	-55 Reduced 57.89%	40 $1,000
Q3 2023 Nov 09, 2023	BUY	$34.99 - $37.48 $1,924 - $2,061	55 Added 137.5%	95 $3,000
Q2 2023 Aug 08, 2023	BUY	$36.15 - $38.86 $1,446 - $1,554	40 New	40 $1,000

Others Institutions Holding IAU

# of Institutions

1,321

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.6 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

$906 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$745 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$680 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.3B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial CO with notifications on news.