KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

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 Q2 2022
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