Integrated Wealth Concepts 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
Integrated Wealth Concepts LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,298,613
-10.7%
65,693
-7.1%
0.04%
-6.8%
Q2 2023$2,572,881
+109805.2%
70,703
+12.8%
0.04%
-8.3%
Q1 2023$2,341
+50.8%
62,655
+39.6%
0.05%
+14.3%
Q4 2022$1,552
-99.9%
44,867
-1.2%
0.04%
-8.7%
Q3 2022$1,432,000
-4.3%
45,428
+4.1%
0.05%
-2.1%
Q2 2022$1,497,000
+55.8%
43,644
+67.2%
0.05%
+62.1%
Q1 2022$961,000
-61.1%
26,102
-63.2%
0.03%
-60.3%
Q4 2021$2,471,000
+1.4%
70,973
-2.7%
0.07%
-7.6%
Q3 2021$2,436,000
+6.3%
72,921
+7.3%
0.08%
-2.5%
Q2 2021$2,292,00067,9830.08%
Other shareholders
ISHARES GOLD TR shareholders Q2 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