Creative Planning - 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
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 Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,735,103100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$54,570,54465.83%
Packer & Co Ltd 3,585,100$125,44348.46%
Mizuho Bank, Ltd. 8,000,000$291,120,00028.21%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 298,609$10,866,37825.63%
Pariax, LLC 167,362$5,855,99618.27%
CARL STUART INVESTMENT ADVISOR, INC 618,455$21,423,28117.24%
Mader & Shannon Wealth Management, Inc. 580,898$20,325,62113.36%
Sowa Financial Group, Inc. 489,275$17,12012.86%
Arlington Capital Management, Inc. 283,832$9,931,28210.41%
View complete list of ISHARES GOLD TR shareholders