Connectus Wealth, LLC Ishares Gold Trust Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$34.47 - $39.34 $79,660 - $90,914	-2,311 Reduced 22.15%	8,121 $316,000
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $365,015 - $390,991	10,432 New	10,432 $365,000

Others Institutions Holding IAU

# of Institutions

1,345

Shares Held

358M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

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

21.7M
Shares

$1.13 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$944 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$776 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$708 Million
2.29% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $44.1B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Connectus Wealth, LLC with notifications on news.