Ballentine Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$7,707,527
-3.8%
220,278
+0.0%
0.18%
-1.6%
Q2 2023$8,015,407
-7.1%
220,264
-4.6%
0.18%
-15.2%
Q1 2023$8,631,087
+97.1%
230,963
+82.5%
0.22%
+66.9%
Q4 2022$4,378,333
+10.1%
126,578
+0.4%
0.13%
-5.8%
Q3 2022$3,975,000
-10.7%
126,078
-2.9%
0.14%
-12.1%
Q2 2022$4,453,000
-28.5%
129,789
-23.2%
0.16%
-19.5%
Q1 2022$6,224,000
+6.8%
169,001
+0.9%
0.20%
+12.1%
Q4 2021$5,830,000
+53.8%
167,484
+47.6%
0.17%
+35.9%
Q3 2021$3,790,000
+64.6%
113,447
+66.0%
0.13%
+60.0%
Q2 2021$2,303,00068,3210.08%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders