AE Wealth Management 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
AE Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$12,505,144
-24.7%
357,392
-21.7%
0.08%
-25.0%
Q2 2023$16,614,044
+27.1%
456,555
+30.5%
0.10%
+19.0%
Q1 2023$13,070,016
+34.8%
349,746
+24.8%
0.08%
+20.0%
Q4 2022$9,692,775
+41.7%
280,219
+29.1%
0.07%
+29.6%
Q3 2022$6,842,000
+2.3%
216,998
+11.3%
0.05%0.0%
Q2 2022$6,689,000
-30.4%
194,955
-29.4%
0.05%
-19.4%
Q4 2021$9,613,000
-6.4%
276,153
-10.1%
0.07%
-21.2%
Q3 2021$10,267,000
+23.7%
307,293
+24.8%
0.08%
+16.4%
Q2 2021$8,303,000246,2990.07%
Other shareholders
ISHARES GOLD TR shareholders Q2 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