Coastal Bridge Advisors, 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
Coastal Bridge Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,054,830
-3.8%
144,4650.0%1.36%
+5.2%
Q2 2023$5,257,081
-2.6%
144,4650.0%1.29%
-5.6%
Q1 2023$5,398,657
-2.9%
144,465
-10.2%
1.36%
-13.5%
Q4 2022$5,561,830
-2.7%
160,793
-11.3%
1.58%
+2.7%
Q3 2022$5,715,000
-37.1%
181,241
-31.5%
1.54%
-45.0%
Q2 2022$9,081,000
-31.4%
264,683
-26.4%
2.79%
-8.3%
Q1 2022$13,243,000
-6.1%
359,558
-11.3%
3.05%
+3.8%
Q4 2021$14,106,000
-7.1%
405,216
-10.8%
2.94%
-16.3%
Q3 2021$15,186,000
-7.4%
454,529
-6.6%
3.51%
+4.4%
Q2 2021$16,404,000486,6113.36%
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