CHOREO, 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
CHOREO, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,376,010
-14.6%
96,485
-11.1%
0.12%
-11.9%
Q2 2023$3,951,590
-5.3%
108,590
-2.8%
0.14%
-8.2%
Q1 2023$4,174,640
+1244.9%
111,711
+1144.8%
0.15%
+880.0%
Q4 2022$310,411
+8.5%
8,974
-1.0%
0.02%
-6.2%
Q3 2022$286,000
-8.0%
9,0670.0%0.02%
-5.9%
Q2 2022$311,000
-6.9%
9,0670.0%0.02%0.0%
Q1 2022$334,000
+7.1%
9,067
+1.0%
0.02%
+13.3%
Q4 2021$312,000
+4.0%
8,9740.0%0.02%
-6.2%
Q3 2021$300,000
-2.6%
8,974
-1.9%
0.02%
-5.9%
Q2 2021$308,0009,1470.02%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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