Axim Planning & Wealth Ishares Gold Trust Transaction History

Axim Planning & Wealth

$88.8 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$30.82 - $34.3 $215 - $240	7 Added 7.29%	103 $3,000
Q2 2022 Oct 13, 2022	BUY	$34.31 - $37.62 $3,293 - $3,611	96 New	96 $3,000

Others Institutions Holding IAU

# of Institutions

1,386

Shares Held

358M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.69 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.15 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

17.6M
Shares

$931 Million
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$735 Million
2.33% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$720 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $44.8B

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