LPL Financial 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
LPL Financial LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$242,135,976
-5.2%
6,920,148
-1.4%
0.17%
-7.1%
Q2 2023$255,523,942
+1.7%
7,021,818
+4.5%
0.18%
-6.6%
Q1 2023$251,203,121
+6.1%
6,722,053
-1.8%
0.20%
-3.4%
Q4 2022$236,755,865
+8.4%
6,844,633
-1.1%
0.20%
-3.8%
Q3 2022$218,319,000
-0.2%
6,924,174
+8.6%
0.21%
+1.4%
Q2 2022$218,765,000
+5.0%
6,376,123
+6.5%
0.21%
+18.9%
Q4 2021$208,347,000
+6.8%
5,985,268
+2.5%
0.18%
-4.4%
Q3 2021$195,047,000
+6.1%
5,837,989
+7.0%
0.18%
-1.6%
Q2 2021$183,910,0005,455,6610.19%
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