Prosperity Financial Group, Inc. Ishares Gold Trust Transaction History

Prosperity Financial Group, Inc.

$158 Billion
Q2 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

1,294

Shares Held

377M

Call Options Held

5.16M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.68 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.13 Billion
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20M
Shares

$1.04 Billion
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18M
Shares

$931 Million
0.59% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.8M
Shares

$766 Million
2.42% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $43.8B

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