Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Gold Trust Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	SELL	$34.33 - $37.9 $3,021 - $3,335	-88 Reduced 19.38%	366 $13,000
Q2 2022 Jul 26, 2022	BUY	$34.31 - $37.62 $15,576 - $17,079	454 New	454 $16,000
Q1 2022 Apr 13, 2022	SELL	$34.0 - $38.98 $17,476 - $20,035	-514 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$33.36 - $35.53 $66,453 - $70,775	-1,992 Reduced 79.49%	514 $18,000
Q3 2021 Nov 12, 2021	SELL	$32.85 - $34.83 $1.2 Million - $1.27 Million	-36,554 Reduced 93.58%	2,506 $84,000
Q2 2021 Aug 13, 2021	BUY	$32.9 - $68.08 $1.29 Million - $2.66 Million	39,060 New	39,060 $1.32 Million

Others Institutions Holding IAU

# of Institutions

1,299

Shares Held

378M

Call Options Held

5.16M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.66 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.12 Billion
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20M
Shares

$1.02 Billion
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$927 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$762 Million
2.51% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $43.3B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account