SVB WEALTH 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
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 2023
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