SVB WEALTH LLC - 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
SVB WEALTH LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$304,868
-78.4%
8,713
-77.5%
0.01%
-72.0%
Q2 2023$1,408,730
-22.9%
38,712
-20.8%
0.02%
-3.8%
Q1 2023$1,826,310
-32.7%
48,871
-37.7%
0.03%
-29.7%
Q4 2022$2,713,343
+3.6%
78,443
-5.6%
0.04%
-2.6%
Q3 2022$2,619,000
-13.5%
83,078
-5.8%
0.04%
-19.1%
Q2 2022$3,026,000
-4.1%
88,199
+2.9%
0.05%
+11.9%
Q1 2022$3,156,000
-1.9%
85,706
-7.2%
0.04%
-20.8%
Q4 2021$3,216,000
+5.5%
92,396
+1.2%
0.05%
+35.9%
Q3 2021$3,048,000
-1.1%
91,257
-0.2%
0.04%0.0%
Q2 2021$3,082,00091,4560.04%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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