Swp Financial LLC Ishares Gold Trust Transaction History

Swp Financial LLC

$166 Billion
Q4 2024

A detailed history of Swp Financial LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Swp Financial LLC holds 13,182 shares of IAU stock, worth $833,497. This represents 0.39% of its overall portfolio holdings.

Number of Shares

13,182

Holding current value

$833,497

% of portfolio

0.39%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$48.37 - $52.65 $637,613 - $694,032	13,182 New	13,182 $653 Million

Others Institutions Holding IAU

# of Institutions

1,601

Shares Held

387M

Call Options Held

5.69M

Put Options Held

23.2M

Bank Of America Corp Charlotte, NC

31M
Shares

$1.96 Billion
0.13% of portfolio
Morgan Stanley New York, NY

23.5M
Shares

$1.49 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

17.9M
Shares

$1.13 Billion
0.77% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$878 Million
2.33% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$861 Million
2.29% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $53.6B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swp Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swp Financial LLC with notifications on news.

Account