NewEdge Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$6,564,584
-6.1%
187,613
-2.3%
0.07%
-8.9%
Q2 2023$6,987,807
+48.0%
192,025
+56.9%
0.08%
+33.9%
Q1 2023$4,720,957
+3.1%
122,378
-11.4%
0.06%
-52.4%
Q4 2022$4,581,101
+15.2%
138,183
+9.5%
0.12%
+90.8%
Q3 2022$3,978,000
-11.9%
126,147
-4.1%
0.06%
-13.3%
Q2 2022$4,515,000
+7.4%
131,565
+15.3%
0.08%
+10.3%
Q1 2022$4,203,000
-6.7%
114,121
-11.8%
0.07%0.0%
Q4 2021$4,505,000
+492.8%
129,427
+468.8%
0.07%
+257.9%
Q3 2021$760,000
+15.2%
22,754
+16.2%
0.02%
+5.6%
Q2 2021$660,00019,5760.02%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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