Shore Haven Wealth Partners, LLC Ishares Gold Trust Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 28, 2021	SELL	$32.85 - $34.83 $240,889 - $255,408	-7,333 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$32.9 - $68.08 $241,255 - $499,230	7,333 New	7,333 $247,000

Others Institutions Holding IAU

# of Institutions

1,321

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.6 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.08 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$906 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$745 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$680 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.3B

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