JNBA Financial Advisors - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$8,544,146
-4.4%
244,188
-0.6%
1.07%
-0.5%
Q2 2023$8,940,631
-4.6%
245,689
-2.0%
1.07%
-12.1%
Q1 2023$9,370,723
+6.6%
250,755
-1.3%
1.22%
-0.2%
Q4 2022$8,789,430
+10.1%
254,103
+0.4%
1.22%
-0.9%
Q3 2022$7,982,000
-8.9%
253,157
-0.8%
1.23%
-7.2%
Q2 2022$8,757,000
-21.4%
255,227
-15.6%
1.33%
-10.0%
Q1 2022$11,136,000
+3.6%
302,370
-2.1%
1.48%
+12.3%
Q4 2021$10,753,000
+1.3%
308,906
-2.8%
1.31%
-8.0%
Q3 2021$10,614,000
-0.5%
317,699
+0.4%
1.43%
-1.2%
Q2 2021$10,667,000316,4311.44%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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