SHEETS SMITH WEALTH MANAGEMENT - 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
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$683,530
-3.8%
19,5350.0%0.10%0.0%
Q2 2023$710,879
+26.8%
19,535
+30.2%
0.10%
+20.9%
Q1 2023$560,812
+62.1%
15,007
+50.0%
0.09%
+59.3%
Q4 2022$346,073
-2.8%
10,005
-11.3%
0.05%
-8.5%
Q3 2022$356,000
-36.0%
11,279
-30.4%
0.06%
-35.9%
Q2 2022$556,000
-6.9%
16,2170.0%0.09%
+12.2%
Q1 2022$597,000
+1.4%
16,217
-4.2%
0.08%
+12.3%
Q4 2021$589,000
+0.7%
16,932
-3.3%
0.07%
-7.6%
Q3 2021$585,000
-9.2%
17,510
-8.3%
0.08%
-9.2%
Q2 2021$644,00019,0900.09%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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