GeoWealth Management, 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
GeoWealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$370
-9.5%
10,542
-6.3%
0.04%
-4.5%
Q2 2023$409
+28.2%
11,247
+31.9%
0.04%
+18.9%
Q1 2023$319
+13.1%
8,528
+4.4%
0.04%
+23.3%
Q4 2022$282
-99.9%
8,167
+9.4%
0.03%
+15.4%
Q3 2022$235,000
+58.8%
7,464
+72.1%
0.03%
+30.0%
Q2 2022$148,000
-3.9%
4,338
+5.4%
0.02%
+42.9%
Q1 2022$154,000
+14.1%
4,115
+6.4%
0.01%
+27.3%
Q4 2021$135,000
+39.2%
3,867
+33.1%
0.01%
+37.5%
Q3 2021$97,000
+67.2%
2,906
+72.5%
0.01%
+14.3%
Q2 2021$58,0001,6850.01%
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