Unique Wealth, LLC Ishares Gold Trust Transaction History

Unique Wealth, LLC

$437 Billion
Q3 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Unique Wealth, LLC holds 4,541 shares of IAU stock, worth $224,279. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,541

Holding current value

$224,279

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 03, 2024	BUY	$44.06 - $50.5 $200,076 - $229,320	4,541 New	4,541 $226 Million

Others Institutions Holding IAU

# of Institutions

1,322

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

Bank Of America Corp Charlotte, NC

32M
Shares

$1.58 Billion
0.13% of portfolio
Morgan Stanley New York, NY

21.7M
Shares

$1.07 Billion
0.08% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.

18.2M
Shares

$897 Million
0.64% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.9M
Shares

$737 Million
2.51% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$673 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 $41.9B

More about IAU

Track This Portfolio

Portfolio Update

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

News

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

Account