FORBES J M & CO LLP - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q4 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders