Cumberland Partners LTD Ishares Gold Trust Transaction History

Cumberland Partners LTD

$1.26 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$33.36 - $35.53 $1.16 Million - $1.23 Million	-34,632 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$32.85 - $34.83 $1.14 Million - $1.21 Million	34,632 New	34,632 $1.16 Million

Others Institutions Holding IAU

# of Institutions

1,284

Shares Held

377M

Call Options Held

5.16M

Put Options Held

28.3M

Bank Of America Corp Charlotte, NC

32.4M
Shares

$1.7 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.15 Billion
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20M
Shares

$1.05 Billion
0.17% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18M
Shares

$943 Million
0.59% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.8M
Shares

$775 Million
2.42% of portfolio

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $44.4B

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