Market Street Wealth Management Advisors LLC Ishares Gold Trust Transaction History

Market Street Wealth Management Advisors LLC

$552 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	BUY	$34.33 - $37.9 $192,179 - $212,164	5,598 New	5,598 $209,000
Q4 2021 Jan 19, 2022	SELL	$33.36 - $35.53 $235,955 - $251,303	-7,073 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$32.9 - $68.08 $232,701 - $481,529	7,073 New	7,073 $238,000

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

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