EP Wealth Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$678,806
-61.8%
19,400
-53.1%
0.01%
-57.7%
Q2 2023$1,776,341
+3452.4%
41,405
+19.2%
0.03%
+2500.0%
Q1 2023$50,004
-89.3%
34,725
+156.1%
0.00%
-87.5%
Q4 2022$469,040
+0.4%
13,560
-8.4%
0.01%
-27.3%
Q3 2022$467,000
+12.3%
14,799
+22.1%
0.01%
+22.2%
Q2 2022$416,000
+0.7%
12,120
+8.2%
0.01%0.0%
Q1 2022$413,000
-9.2%
11,204
-14.4%
0.01%
-18.2%
Q4 2021$455,000
+2.2%
13,083
-1.8%
0.01%
-8.3%
Q3 2021$445,000
-5.9%
13,329
-4.9%
0.01%
-7.7%
Q2 2021$473,00014,0180.01%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders