Cerity Partners LLC - 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
Cerity Partners LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$107,503,581
+21.3%
3,072,404
+26.1%
0.52%
+51.6%
Q2 2023$88,658,298
-1.2%
2,436,326
+1.5%
0.34%
+62.7%
Q1 2023$89,750,322
+1.9%
2,401,334
-5.7%
0.21%
-62.4%
Q4 2022$88,078,060
+66.4%
2,546,343
+51.7%
0.56%
-11.3%
Q3 2022$52,935,000
-8.6%
1,678,892
-0.6%
0.64%
-0.8%
Q2 2022$57,947,000
+2360.6%
1,688,995
+27.4%
0.64%
+1632.4%
Q1 2022$2,355,000
-82.0%
1,326,085
-16.2%
0.04%
-81.4%
Q4 2021$13,054,000
+699.4%
1,583,305
+3139.8%
0.20%
+452.8%
Q3 2021$1,633,000
-4.5%
48,870
-3.6%
0.04%
-2.7%
Q2 2021$1,710,00050,7140.04%
Other shareholders
ISHARES GOLD TR shareholders Q1 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