M Holdings Securities, Inc. - 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
M Holdings Securities, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$1,019
-48.0%
28,008
-46.5%
0.21%
+3.4%
Q1 2023$1,959
+7.5%
52,349
-0.7%
0.20%
+5.7%
Q4 2022$1,822
-99.9%
52,710
-0.5%
0.19%
+3.8%
Q3 2022$1,671,000
-8.8%
53,000
-0.7%
0.18%
-0.5%
Q2 2022$1,832,000
-8.1%
53,390
-1.4%
0.19%
+23.2%
Q1 2022$1,994,000
+12.3%
54,154
+2.9%
0.15%
-12.7%
Q2 2021$1,775,00052,6510.17%
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