Advisory Services Network, 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
Advisory Services Network, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,519,962
-53.4%
100,599
-51.6%
0.10%
-52.7%
Q2 2023$7,557,296
+268.1%
207,675
+278.0%
0.20%
+252.6%
Q1 2023$2,053,073
+11.6%
54,939
+3.3%
0.06%
+1.8%
Q4 2022$1,840,438
-7.9%
53,207
-16.0%
0.06%
-21.1%
Q3 2022$1,998,000
-12.4%
63,367
-4.7%
0.07%
-9.0%
Q2 2022$2,281,000
-2.2%
66,477
+5.0%
0.08%
+13.0%
Q1 2022$2,332,000
+12.5%
63,331
+6.3%
0.07%
+15.0%
Q4 2021$2,073,000
-35.1%
59,564
-37.7%
0.06%
-41.2%
Q3 2021$3,195,000
-64.9%
95,625
-64.6%
0.10%
-64.5%
Q2 2021$9,097,000269,8600.29%
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