OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$7,783,630
-4.4%
222,453
-0.6%
0.58%
-1.9%
Q2 2023$8,141,207
-40.3%
223,721
-38.7%
0.59%
-41.3%
Q1 2023$13,642,703
+7.5%
365,071
-0.5%
1.00%
+0.3%
Q4 2022$12,695,879
+10.7%
367,039
+0.9%
1.00%
+3.9%
Q3 2022$11,471,000
-6.7%
363,817
+1.6%
0.96%
+2.0%
Q2 2022$12,292,000
-10.8%
358,253
-4.2%
0.94%
-7.5%
Q1 2022$13,779,000
+8.2%
374,132
+2.2%
1.02%
+9.5%
Q4 2021$12,739,000
+8.8%
365,947
+4.5%
0.93%
-1.2%
Q3 2021$11,704,000
+5.8%
350,322
+6.7%
0.94%
+3.2%
Q2 2021$11,067,000328,3110.91%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders