Shepherd Financial Partners LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$262,724
-56.1%
7,509
-54.3%
0.04%
-55.9%
Q2 2023$597,782
+20.7%
16,427
+23.9%
0.09%
+12.0%
Q1 2023$495,232
+68.9%
13,253
+56.3%
0.08%
+56.6%
Q4 2022$293,243
+4.0%
8,479
-5.3%
0.05%
-3.6%
Q3 2022$282,000
-44.3%
8,958
-39.3%
0.06%
-44.4%
Q2 2022$506,000
-18.5%
14,757
-17.6%
0.10%
-8.3%
Q4 2021$621,000
-88.6%
17,908
-89.0%
0.11%
-89.8%
Q3 2021$5,462,000
-43.8%
163,036
-43.4%
1.06%
-42.9%
Q2 2021$9,715,000288,1941.85%
Other shareholders
ISHARES GOLD TR shareholders Q2 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