WELCH & FORBES LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,168,070
-6.4%
90,542
-2.7%
0.05%
-1.9%
Q2 2023$3,385,804
-3.7%
93,042
-1.1%
0.05%
-11.7%
Q1 2023$3,514,357
+8.0%
94,0420.0%0.06%
+3.4%
Q4 2022$3,252,920
+8.3%
94,042
-1.3%
0.06%
-1.7%
Q3 2022$3,005,000
-9.1%
95,292
-1.1%
0.06%
-3.3%
Q2 2022$3,307,000
-3.4%
96,381
-2.0%
0.06%
+19.6%
Q4 2021$3,424,000
+8.0%
98,369
+3.7%
0.05%
-3.8%
Q3 2021$3,169,000
-2.0%
94,842
-1.1%
0.05%
-3.6%
Q2 2021$3,234,00095,9250.06%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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