Tria Gen Wealth Management LLC Ishares Gold Trust Call Options Transaction History

Tria Gen Wealth Management LLC

$221 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IAU

# of Institutions

1,200

Shares Held

375M

Call Options Held

5.68M

Put Options Held

17.8M

Bank Of America Corp Charlotte, NC

33.1M
Shares

$1.45 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$964 Million
0.07% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

21.2M
Shares

$935 Million
0.62% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

20.4M
Shares

$896 Million
1.18% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$655 Million
2.34% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $37.3B

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