KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,172,117
-5.9%
147,817
-2.1%
0.16%
-13.3%
Q2 2023$5,496,418
+15.8%
151,042
+19.0%
0.19%
-0.5%
Q1 2023$4,745,191
+91.7%
126,979
+77.4%
0.19%
+51.2%
Q4 2022$2,475,696
+3.8%
71,573
-5.4%
0.12%
-9.4%
Q3 2022$2,385,000
+0.8%
75,658
+9.7%
0.14%
+2.2%
Q2 2022$2,367,000
-18.0%
68,995
-12.0%
0.14%
-5.6%
Q1 2022$2,887,000
+44.2%
78,385
+36.3%
0.14%
+49.0%
Q4 2021$2,002,000
+94.4%
57,516
+86.6%
0.10%
+68.4%
Q3 2021$1,030,000
+45.9%
30,824
+47.2%
0.06%
+32.6%
Q2 2021$706,00020,9420.04%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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