OKABENA INVESTMENT SERVICES INC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
OKABENA INVESTMENT SERVICES INC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$6,741,348
-3.8%
192,6650.0%5.24%
+2.2%
Q2 2023$7,011,079
+9.2%
192,665
+12.1%
5.13%
+14.3%
Q1 2023$6,422,558
+13.3%
171,864
+4.8%
4.49%
+19.5%
Q4 2022$5,669,993
+9.7%
163,9200.0%3.76%
+50.4%
Q3 2022$5,168,000
-12.5%
163,920
-4.8%
2.50%
-17.9%
Q2 2022$5,909,000
-6.8%
172,2230.0%3.04%
+13.4%
Q1 2022$6,343,000172,2232.68%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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