NWAM 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
NWAM LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$406,549
-35.0%
11,619
-32.4%
0.04%
-19.6%
Q2 2023$625,835
-9.5%
17,198
-7.0%
0.05%
-27.1%
Q1 2023$691,420
-14.0%
18,502
-20.4%
0.07%
-1.4%
Q4 2022$804,114
+9.7%
23,247
-0.1%
0.07%
+1.4%
Q3 2022$733,000
-6.3%
23,263
-0.2%
0.07%
-2.8%
Q2 2022$782,000
+16.9%
23,298
+28.2%
0.07%
+41.2%
Q1 2022$669,000
+19.9%
18,172
+13.3%
0.05%
+15.9%
Q4 2021$558,000
+5.1%
16,041
+1.0%
0.04%
-8.3%
Q3 2021$531,000
-5.0%
15,879
-4.3%
0.05%
-7.7%
Q2 2021$559,00016,5860.05%
Other shareholders
ISHARES GOLD TR shareholders Q3 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