Gradient Investments LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,107,532
-2.3%
88,812
+1.6%
0.08%0.0%
Q2 2023$3,179,940
-6.5%
87,385
-4.0%
0.08%
-11.8%
Q1 2023$3,401,530
+17.8%
91,023
+9.1%
0.09%
+2.2%
Q4 2022$2,886,916
+19.3%
83,461
+8.8%
0.09%
+23.0%
Q3 2022$2,419,000
-5.7%
76,722
+2.6%
0.07%
-1.3%
Q2 2022$2,566,000
-0.2%
74,795
+7.1%
0.08%
+13.6%
Q1 2022$2,571,000
+17.2%
69,807
+10.8%
0.07%
+17.9%
Q4 2021$2,193,000
+7.0%
63,001
+2.7%
0.06%
-1.8%
Q3 2021$2,049,000
+4.2%
61,329
+5.1%
0.06%
-1.7%
Q2 2021$1,966,00058,3260.06%
Other shareholders
ISHARES GOLD TR shareholders Q4 2022
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