Yhb Investment Advisors, Inc. Ishares Gold Trust Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$37.66 - $42.01 $29,826 - $33,271	792 New	792 $33,000

Others Institutions Holding IAU

# of Institutions

1,294

Shares Held

377M

Call Options Held

5.16M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.68 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.13 Billion
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20M
Shares

$1.04 Billion
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18M
Shares

$931 Million
0.59% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.8M
Shares

$766 Million
2.42% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $43.8B

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