Bison 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
Bison Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$601,303
-68.4%
17,185
-67.2%
0.12%
-66.9%
Q2 2023$1,904,871
-7.3%
52,346
-2.7%
0.35%
-44.4%
Q1 2023$2,054,775
+1.5%
53,804
-3.1%
0.64%
-1.4%
Q4 2022$2,024,096
+1.9%
55,546
-11.8%
0.65%
-17.1%
Q3 2022$1,986,000
-15.1%
63,003
-7.5%
0.78%
-42.0%
Q2 2022$2,338,000
+36.8%
68,145
+46.8%
1.34%
+53.9%
Q1 2022$1,709,000
+66.4%
46,410
+57.2%
0.87%
+45.8%
Q4 2021$1,027,000
-11.7%
29,516
-15.2%
0.60%
+12.4%
Q3 2021$1,163,000
-14.9%
34,824
-14.1%
0.53%
-11.0%
Q2 2021$1,367,00040,5410.60%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders