Prosperity Financial Group, Inc. Ishares Gold Trust Transaction History

Prosperity Financial Group, Inc.

$179 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Sep 12, 2023	SELL	$34.33 - $37.9 $277,455 - $306,307	-8,082 Closed	0 $0
Q4 2022 Sep 12, 2023	BUY	$30.88 - $34.6 $249,572 - $279,637	8,082 New	8,082 $280 Million

Others Institutions Holding IAU

# of Institutions

1,322

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.58 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.07 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$899 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$739 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$674 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42B

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