JNBA Financial Advisors - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 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 Q4 2021
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