Litman Gregory Wealth Management LLC Ishares Gold Trust Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$34.33 - $37.9 $1.24 Million - $1.37 Million	36,075 New	36,075 $1.35 Million

Others Institutions Holding IAU

# of Institutions

1,410

Shares Held

423M

Call Options Held

5.12M

Put Options Held

22.4M

Proficio Capital Partners LLC Newton, MA

65.5M
Shares

$3.54 Billion
1.84% of portfolio
Bank Of America Corp Charlotte, NC

32M
Shares

$1.73 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.17 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

17.6M
Shares

$951 Million
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$751 Million
2.33% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $45.8B

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