Smith & Howard Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Smith & Howard Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$341,013
+20.6%
9,746
+25.4%
0.12%
+20.0%
Q2 2023$282,714
-2.6%
7,7690.0%0.10%0.0%
Q1 2023$290,328
+8.0%
7,7690.0%0.10%
-2.9%
Q4 2022$268,730
+9.7%
7,7690.0%0.10%
-1.0%
Q3 2022$245,000
-2.0%
7,769
+6.6%
0.10%
-1.9%
Q2 2022$250,000
-6.7%
7,2900.0%0.11%
-6.2%
Q1 2022$268,000
+5.5%
7,2900.0%0.11%
-1.7%
Q4 2021$254,000
+4.1%
7,2900.0%0.12%0.0%
Q3 2021$244,000
-0.8%
7,2900.0%0.12%
-1.7%
Q2 2021$246,0007,2900.12%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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