SVB WEALTH LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

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 Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders