Charles Schwab Investment Advisory, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Charles Schwab Investment Advisory, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$720,696,430
-2.9%
20,597,212
+1.0%
1.14%
-1.1%
Q2 2023$742,271,593
-2.7%
20,397,681
-0.0%
1.15%
-5.3%
Q1 2023$762,503,721
+7.4%
20,404,167
-0.6%
1.22%
+1.6%
Q4 2022$709,685,936
+8.9%
20,517,084
-0.7%
1.20%
+0.3%
Q3 2022$651,748,000
-9.2%
20,670,738
-1.2%
1.19%
-4.5%
Q2 2022$717,786,000
-7.9%
20,920,601
-1.2%
1.25%
+0.7%
Q1 2022$779,537,000
+7.3%
21,165,835
+1.4%
1.24%
+8.8%
Q4 2021$726,598,000
+8.5%
20,873,261
+4.2%
1.14%
+1.8%
Q3 2021$669,579,000
+3.8%
20,041,274
+4.8%
1.12%
+1.3%
Q2 2021$644,894,00019,130,6451.10%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders