Biltmore Family Office, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$23,950,460
-6.1%
684,494
-2.3%
5.43%
+0.7%
Q2 2023$25,503,493
-2.9%
700,838
-0.3%
5.40%
-2.5%
Q1 2023$26,260,221
+4.0%
702,709
-3.8%
5.54%
+6.5%
Q4 2022$25,259,283
+3.1%
730,248
-6.0%
5.20%
-7.4%
Q3 2022$24,493,000
-7.0%
776,821
+1.2%
5.61%
-14.7%
Q2 2022$26,347,000
-6.5%
767,915
+0.4%
6.58%
+9.2%
Q1 2022$28,168,000
+14.9%
764,805
+8.6%
6.03%
+29.3%
Q4 2021$24,511,000
+9.5%
704,142
+5.1%
4.66%
-13.7%
Q3 2021$22,378,000
+25.2%
669,788
+26.3%
5.40%
+6.5%
Q2 2021$17,874,000530,2255.07%
Other shareholders
ISHARES GOLD TR shareholders Q1 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