Chevy Chase Trust Holdings, 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
Chevy Chase Trust Holdings, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$37,596,020
-19.3%
1,074,479
-16.0%
0.15%
-14.4%
Q2 2023$46,570,539
-5.3%
1,279,762
-2.7%
0.17%
-10.8%
Q1 2023$49,165,132
+46.0%
1,315,631
+35.2%
0.20%
+36.4%
Q4 2022$33,668,937
+11.5%
973,372
+1.6%
0.14%
+10.9%
Q3 2022$30,202,000
-38.4%
957,889
-33.0%
0.13%
-36.5%
Q2 2022$49,042,000
-2.3%
1,429,390
+4.9%
0.20%
+17.3%
Q1 2022$50,188,000
+16.0%
1,362,687
+9.6%
0.17%
+24.5%
Q4 2021$43,275,000
+4.3%
1,243,159
+0.1%
0.14%
-4.1%
Q3 2021$41,493,000
-24.1%
1,241,935
-23.4%
0.14%
-22.0%
Q2 2021$54,658,0001,621,4420.19%
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