Visionary Wealth Advisors Ishares Gold Trust Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$30.88 - $34.6 $496,612 - $556,437	-16,082 Reduced 51.03%	15,434 $534,000
Q3 2022 Nov 14, 2022	SELL	$30.82 - $34.3 $362,689 - $403,642	-11,768 Reduced 27.19%	31,516 $994,000
Q2 2022 Aug 12, 2022	SELL	$34.31 - $37.62 $250,222 - $274,362	-7,293 Reduced 14.42%	43,284 $1.49 Million
Q1 2022 May 12, 2022	SELL	$34.0 - $38.98 $379,542 - $435,133	-11,163 Reduced 18.08%	50,577 $1.86 Million
Q4 2021 Feb 14, 2022	SELL	$33.36 - $35.53 $181,678 - $193,496	-5,446 Reduced 8.11%	61,740 $2.15 Million
Q3 2021 Nov 12, 2021	SELL	$32.85 - $34.83 $501,586 - $531,819	-15,269 Reduced 18.52%	67,186 $2.25 Million
Q2 2021 Aug 13, 2021	BUY	$32.9 - $68.08 $2.71 Million - $5.61 Million	82,455 New	82,455 $2.78 Million

Others Institutions Holding IAU

# of Institutions

1,299

Shares Held

378M

Call Options Held

5.16M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.66 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.12 Billion
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20M
Shares

$1.02 Billion
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$927 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$762 Million
2.51% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $43.3B

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