D.A. DAVIDSON & CO. - 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
D.A. DAVIDSON & CO. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,161,671
-31.6%
90,359
-28.9%
0.03%
-30.6%
Q2 2023$4,625,106
+2.8%
127,098
+5.6%
0.05%
-3.9%
Q1 2023$4,497,301
-65.0%
120,338
-67.6%
0.05%
-66.4%
Q4 2022$12,864,310
-12.2%
371,914
-19.9%
0.15%
-20.8%
Q3 2022$14,647,000
-6.9%
464,552
+1.3%
0.19%
-3.0%
Q2 2022$15,730,000
-2.1%
458,463
+5.1%
0.20%
+13.1%
Q1 2022$16,060,000
+12.4%
436,063
+6.3%
0.18%
+15.1%
Q4 2021$14,282,000
+11.4%
410,280
+6.9%
0.15%
+2.0%
Q3 2021$12,823,000
+11.2%
383,809
+12.2%
0.15%
+10.4%
Q2 2021$11,527,000341,9340.14%
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