Palisades Hudson Asset Management, L.P. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Palisades Hudson Asset Management, L.P. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,572
-9.8%
102,096
-6.1%
1.96%
-5.0%
Q2 2023$3,959
+1.5%
108,783
+4.2%
2.06%
-1.4%
Q1 2023$3,901
+8.0%
104,3990.0%2.09%
+4.9%
Q4 2022$3,611
-99.9%
104,3990.0%1.99%
-0.1%
Q3 2022$3,292,000
-8.1%
104,3990.0%1.99%
-0.9%
Q2 2022$3,582,000
-6.1%
104,399
+0.8%
2.01%
+12.9%
Q1 2022$3,814,000
+5.8%
103,5550.0%1.78%
+15.7%
Q4 2021$3,605,000103,5551.54%
Other shareholders
ISHARES GOLD TR shareholders Q4 2022
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