Tru Wealth Advisors, LLC Ishares Gold Trust Transaction History

Tru Wealth Advisors, LLC

$1.49 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 29, 2021	SELL	$32.85 - $34.83 $232,282 - $246,282	-7,071 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$32.9 - $68.08 $232,635 - $481,393	7,071 New	7,071 $238,000

Others Institutions Holding IAU

# of Institutions

1,259

Shares Held

375M

Call Options Held

5.19M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.56 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.05 Billion
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20M
Shares

$964 Million
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18M
Shares

$867 Million
0.59% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.8M
Shares

$713 Million
2.42% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $40.8B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.