Summit X, LLC Ishares Gold Trust Transaction History

Summit X, LLC

$437 Million
Q4 2024

A detailed history of Summit X, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Summit X, LLC holds 18,707 shares of IAU stock, worth $1.03 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

18,707

Holding current value

$1.03 Million

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$48.37 - $52.65 $904,857 - $984,923	18,707 New	18,707 $926,000

Others Institutions Holding IAU

# of Institutions

1,474

Shares Held

378M

Call Options Held

6.31M

Put Options Held

23M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.77 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.2 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

17.6M
Shares

$973 Million
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$768 Million
2.33% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$753 Million
2.29% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $46.9B

More about IAU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Summit X, LLC with notifications on news.

Account