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

1,300

Shares Held

378M

Call Options Held

5.16M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.64 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.11 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

$920 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$757 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 $43B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Market Street Wealth Management Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Market Street Wealth Management Advisors LLC with notifications on news.

Account