SVB WEALTH LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

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 Q3 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders