Chevy Chase Trust Holdings, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 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
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 Q3 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders