Bartlett & Co. 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
Bartlett & Co. LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2023$58
+11.5%
1,4730.0%0.00%0.0%
Q3 2023$52
+10.6%
1,473
+14.9%
0.00%0.0%
Q2 2023$47
-2.1%
1,2820.0%0.00%0.0%
Q1 2023$48
+9.1%
1,2820.0%0.00%0.0%
Q4 2022$44
-99.9%
1,282
-42.7%
0.00%
-50.0%
Q3 2022$71,000
+65.1%
2,238
+79.3%
0.00%
+100.0%
Q2 2022$43,000
-6.5%
1,2480.0%0.00%0.0%
Q1 2022$46,0001,2480.00%
Other shareholders
ISHARES GOLD TR shareholders Q3 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