Independent Advisor Alliance - 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
Independent Advisor Alliance ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$496,158
-2.2%
14,180
+1.7%
0.02%0.0%
Q2 2023$507,533
-4.2%
13,947
-1.6%
0.02%
-15.4%
Q1 2023$529,608
+94982.2%
14,172
-12.0%
0.03%
Q4 2022$557
-99.9%
16,102
-8.3%
0.00%
-100.0%
Q3 2022$554,000
-56.2%
17,561
-52.3%
0.03%
-54.9%
Q2 2022$1,264,000
-15.5%
36,836
-14.2%
0.07%
-4.1%
Q4 2021$1,495,000
+142.7%
42,938
+133.0%
0.07%
+117.6%
Q3 2021$616,000
-5.2%
18,426
-4.4%
0.03%
-5.6%
Q2 2021$650,00019,2720.04%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
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