WELCH & FORBES 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
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 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