CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$312,461
-3.8%
8,9300.0%0.01%0.0%
Q2 2023$324,963
-2.6%
8,9300.0%0.01%
-7.1%
Q1 2023$333,714
+8.0%
8,9300.0%0.01%
+7.7%
Q4 2022$308,889
+9.5%
8,9300.0%0.01%0.0%
Q3 2022$282,000
-7.8%
8,9300.0%0.01%0.0%
Q2 2022$306,000
-7.0%
8,9300.0%0.01%
+8.3%
Q1 2022$329,000
+5.8%
8,9300.0%0.01%
+9.1%
Q4 2021$311,000
+2.0%
8,9300.0%0.01%0.0%
Q3 2021$305,000
-1.0%
8,9300.0%0.01%
-8.3%
Q2 2021$308,0008,9300.01%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders