PHILLIPS FINANCIAL MANAGEMENT, LLC - 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
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$622,227
-9.4%
17,783
-5.8%
0.06%
-7.8%
Q2 2023$687,007
-2.6%
18,8790.0%0.06%
-5.9%
Q1 2023$705,508
+8.0%
18,8790.0%0.07%
+3.0%
Q4 2022$653,025
+9.8%
18,8790.0%0.07%0.0%
Q3 2022$595,000
-11.7%
18,879
-3.9%
0.07%
-9.6%
Q2 2022$674,000
-6.9%
19,6540.0%0.07%
+5.8%
Q1 2022$724,000
+5.8%
19,6540.0%0.07%
+3.0%
Q4 2021$684,00019,6540.07%
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