Wealth Enhancement & Preservation Of Ga, LLC Ishares Gold Trust Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 22, 2022	SELL	$34.31 - $37.62 $1.32 Million - $1.45 Million	-38,535 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$34.0 - $38.98 $1.31 Million - $1.5 Million	38,535 New	38,535 $1.42 Million

Others Institutions Holding IAU

# of Institutions

1,202

Shares Held

375M

Call Options Held

5.68M

Put Options Held

17.8M

Bank Of America Corp Charlotte, NC

33.1M
Shares

$1.49 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$990 Million
0.07% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

21.2M
Shares

$959 Million
0.62% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

20.4M
Shares

$920 Million
1.18% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$672 Million
2.34% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $38.3B

More about IAU

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