Bull Oak Capital, LLC Ishares Gold Trust Transaction History

Bull Oak Capital, LLC

$172 Million
Q3 2024

A detailed history of Bull Oak Capital, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Bull Oak Capital, LLC holds 1,592 shares of IAU stock, worth $82,306. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,592

Holding current value

$82,306

% of portfolio

0.05%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$44.06 - $50.5 $70,143 - $80,396	1,592 New	1,592 $79,000
Q2 2022 Oct 04, 2022	BUY	$34.31 - $37.62 $2.13 Million - $2.34 Million	62,103 New	62,103 $2.13 Million

Others Institutions Holding IAU

# of Institutions

1,296

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

View Full List

About ISHARES GOLD TRUST

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

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bull Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bull Oak Capital, LLC with notifications on news.

Account

Bull Oak Capital, LLC Ishares Gold Trust Transaction History