Summit Financial Strategies, Inc. Ishares Gold Trust Transaction History

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$34.47 - $39.34 $215,954 - $246,465	6,265 New	6,265 $244,000

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

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