W.G. Shaheen & Associates DBA Whitney & Co - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
W.G. Shaheen & Associates DBA Whitney & Co ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$475,031
-20.5%
13,576
-17.3%
0.07%
-17.4%
Q2 2023$597,566
-90.3%
16,421
-90.1%
0.09%
-91.2%
Q1 2023$6,181,751
+9.1%
165,420
+1.0%
0.98%
-5.8%
Q4 2022$5,666,919
-20.7%
163,831
-27.7%
1.04%
-25.1%
Q3 2022$7,144,000
-5.5%
226,565
+2.8%
1.39%
+1.0%
Q2 2022$7,562,000
-7.6%
220,406
-0.8%
1.38%
+9.3%
Q1 2022$8,181,000
+9.6%
222,130
+3.6%
1.26%
+14.8%
Q4 2021$7,462,000
-26.1%
214,374
-29.0%
1.10%
-32.1%
Q3 2021$10,092,000
+2.7%
302,076
+3.6%
1.61%
+2.7%
Q2 2021$9,827,000291,5061.57%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders