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 $777,210. This represents 0.39% of its overall portfolio holdings.

Number of Shares

13,182

Holding current value

$777,210

% 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

1,526

Shares Held

382M

Call Options Held

5.69M

Put Options Held

23.2M

Bank Of America Corp Charlotte, NC

31M
Shares

$1.83 Billion
0.13% of portfolio
Morgan Stanley New York, NY

23.5M
Shares

$1.38 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

17.6M
Shares

$1.04 Billion
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$819 Million
2.33% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$803 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 $50B

More about IAU

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