Crescent Grove Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Crescent Grove Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,836,219
-2.6%
81,058
+1.3%
0.35%
+13.1%
Q2 2023$2,910,982
-2.2%
79,994
+0.4%
0.31%
-9.6%
Q1 2023$2,976,558
+9.0%
79,651
+0.9%
0.34%
+21.5%
Q4 2022$2,730,120
+9.2%
78,928
-0.5%
0.28%
-1.7%
Q3 2022$2,501,000
-6.7%
79,329
+1.5%
0.29%
+2.5%
Q2 2022$2,681,000
-12.4%
78,135
-6.0%
0.28%
-6.0%
Q1 2022$3,061,000
-6.3%
83,122
-11.4%
0.30%
-2.0%
Q4 2021$3,266,000
-5.4%
93,813
-9.2%
0.31%
-16.6%
Q3 2021$3,453,000
-4.9%
103,353
-4.0%
0.37%
-3.9%
Q2 2021$3,631,000107,7080.38%
Other shareholders
ISHARES GOLD TR shareholders Q3 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