Swmg, LLC Ishares Gold Trust Transaction History

Swmg, LLC

$238 Million
Q3 2024

A detailed history of Swmg, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Swmg, LLC holds 9,940 shares of IAU stock, worth $504,753. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,940

Holding current value

$504,753

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$44.06 - $50.5 $437,956 - $501,970	9,940 New	9,940 $494,000

Others Institutions Holding IAU

# of Institutions

1,320

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.62 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.1 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$922 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$758 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$692 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 $43.1B

More about IAU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Swmg, LLC with notifications on news.

Account