Creative Planning - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$28,429,795
-12.4%
812,512
-8.9%
0.04%
-11.6%
Q2 2023$32,459,808
-6.8%
891,998
-4.3%
0.04%
-14.0%
Q1 2023$34,819,411
-14.7%
931,748
-21.1%
0.05%
-18.0%
Q4 2022$40,828,787
-2.2%
1,180,364
-10.8%
0.06%
-15.3%
Q3 2022$41,739,000
-14.7%
1,323,781
-7.2%
0.07%
-11.1%
Q2 2022$48,939,000
-3.9%
1,426,360
+3.1%
0.08%
+2.5%
Q1 2022$50,939,000
+12.5%
1,383,074
+6.3%
0.08%
+8.2%
Q4 2021$45,284,000
-7.4%
1,300,901
-11.1%
0.07%
-16.1%
Q3 2021$48,897,000
-40.8%
1,463,548
-40.3%
0.09%
-40.8%
Q2 2021$82,602,0002,450,3790.15%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
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