FORBES J M & CO LLP - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
FORBES J M & CO LLP ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$47,674,400
+96538.0%
1,362,515
+0.5%
6.20%
+0.9%
Q2 2023$49,333
-3.3%
1,355,670
-0.7%
6.14%
-12.0%
Q1 2023$51,013
+11.3%
1,365,091
+3.1%
6.98%
+5.5%
Q4 2022$45,818
-99.9%
1,324,604
-7.6%
6.61%
-6.5%
Q3 2022$45,214,000
-8.3%
1,433,994
-0.2%
7.07%
-2.5%
Q2 2022$49,290,000
-7.5%
1,436,601
-0.8%
7.25%
+7.6%
Q1 2022$53,313,000
+19.8%
1,447,554
+13.2%
6.74%
+31.9%
Q4 2021$44,510,000
+3.8%
1,278,664
-0.3%
5.11%
-5.5%
Q3 2021$42,865,000
-1.2%
1,282,986
-0.3%
5.41%
-1.1%
Q2 2021$43,375,0001,286,7205.47%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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