Ritholtz Wealth Management Ishares Gold Trust Transaction History

Ritholtz Wealth Management

$2.87 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	SELL	$33.36 - $35.53 $275,220 - $293,122	-8,250 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$32.85 - $34.83 $7,621 - $8,080	232 Added 2.89%	8,250 $276,000
Q2 2021 Jul 20, 2021	BUY	$32.9 - $68.08 $263,792 - $545,865	8,018 New	8,018 $270,000

Others Institutions Holding IAU

# of Institutions

1,201

Shares Held

375M

Call Options Held

5.68M

Put Options Held

17.8M

Bank Of America Corp Charlotte, NC

33.1M
Shares

$1.47 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$977 Million
0.07% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

21.2M
Shares

$947 Million
0.62% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

20.4M
Shares

$908 Million
1.18% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$663 Million
2.34% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $37.8B

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