SHEETS SMITH WEALTH MANAGEMENT - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,129 filers reported holding ISHARES GOLD TR in Q2 2024. The put-call ratio across all filers is 5.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$769,961
-3.3%
17,527
-7.5%
0.09%
+3.4%
Q1 2024$795,837
+10.3%
18,944
+2.4%
0.09%
-13.6%
Q4 2023$721,704
+5.6%
18,491
-5.3%
0.10%
-1.0%
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 2024
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$156,529,00071.35%
VCU Investment Management Co 1,020,205$34,085,00020.24%
MOON CAPITAL MANAGEMENT LP 1,552,064$51,854,00016.01%
Mader & Shannon Wealth Management, Inc. 668,522$22,335,00014.27%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Sowa Financial Group, Inc. 532,192$17,781,00011.54%
Proficio Capital Partners LLC 2,265,370$75,686,0009.96%
Zhang Financial LLC 943,995$31,539,0007.29%
Private Harbour Investment Management & Counsel, LLC 243,175$8,124,0007.15%
Arnhold LLC 1,807,254$60,380,0006.97%
View complete list of ISHARES GOLD TR shareholders