Steward Partners Investment Advisory, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

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 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,735,103100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$54,570,54465.83%
Packer & Co Ltd 3,585,100$125,44348.46%
Mizuho Bank, Ltd. 8,000,000$291,120,00028.21%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 298,609$10,866,37825.63%
Pariax, LLC 167,362$5,855,99618.27%
CARL STUART INVESTMENT ADVISOR, INC 618,455$21,423,28117.24%
Mader & Shannon Wealth Management, Inc. 580,898$20,325,62113.36%
Sowa Financial Group, Inc. 489,275$17,12012.86%
Arlington Capital Management, Inc. 283,832$9,931,28210.41%
View complete list of ISHARES GOLD TR shareholders