Independent Family Office, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Independent Family Office, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$15,169,705
-1.7%
433,544
+2.2%
9.48%
+1.3%
Q2 2023$15,435,801
-4.9%
424,177
-2.3%
9.35%
-0.1%
Q1 2023$16,225,194
+8.0%
434,177
-0.1%
9.36%
+3.7%
Q4 2022$15,029,390
+11.8%
434,501
+1.9%
9.03%
+36.3%
Q3 2022$13,439,000
-0.8%
426,224
+8.0%
6.62%
-0.9%
Q2 2022$13,546,000
-2.5%
394,824
+4.7%
6.68%
+47.2%
Q1 2022$13,889,000
+7.3%
377,123
+1.4%
4.54%
-7.1%
Q4 2021$12,945,000
+5.9%
371,870
+1.6%
4.89%
-2.7%
Q3 2021$12,226,000
+2.9%
365,928
+3.8%
5.02%
+8.3%
Q2 2021$11,887,000352,6324.64%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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