Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$6,802,266
-30.5%
194,406
-27.8%
0.10%
-28.6%
Q2 2023$9,794,369
-12.4%
269,150
-10.0%
0.15%
-17.9%
Q1 2023$11,181,851
+81.0%
299,220
+67.5%
0.18%
+70.5%
Q4 2022$6,178,812
+0.7%
178,630
-8.2%
0.10%
-8.7%
Q3 2022$6,136,000
-14.4%
194,618
-6.9%
0.12%
-12.2%
Q2 2022$7,169,000
-3.3%
208,948
+3.8%
0.13%
+13.9%
Q1 2022$7,416,000
+8.7%
201,361
+2.8%
0.12%
+10.6%
Q4 2021$6,821,000
+3.7%
195,948
-0.5%
0.10%
-8.0%
Q3 2021$6,579,000
-9.2%
196,914
-8.4%
0.11%
-8.1%
Q2 2021$7,248,000215,0230.12%
Other shareholders
ISHARES GOLD TR shareholders Q4 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