Marcum Wealth, LLC Ishares Gold Trust Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,250 shares of IAU stock, worth $401,795. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,250

Holding current value

$401,795

% of portfolio

0.03%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$48.37 - $52.65 $350,682 - $381,712	7,250 New	7,250 $358,000
Q4 2023 Jan 10, 2024	BUY	$34.47 - $39.34 $203,304 - $232,027	5,898 New	5,898 $230,000

Others Institutions Holding IAU

# of Institutions

1,505

Shares Held

381M

Call Options Held

5.69M

Put Options Held

23.2M

Bank Of America Corp Charlotte, NC

31M
Shares

$1.72 Billion
0.13% of portfolio
Morgan Stanley New York, NY

23.5M
Shares

$1.3 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

17.6M
Shares

$975 Million
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$770 Million
2.33% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$755 Million
2.29% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $47B

More about IAU

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