Cresset Asset Management, 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
Cresset Asset Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$57,251,458
-59.3%
1,636,223
-57.7%
0.22%
+27.0%
Q2 2023$140,635,442
+0.0%
3,864,673
+2.7%
0.17%
-93.8%
Q1 2023$140,619,759
+0.4%
3,762,904
-7.2%
2.81%
+58.7%
Q4 2022$140,020,274
-11.2%
4,053,246
-18.9%
1.77%
-11.1%
Q3 2022$157,673,000
-10.7%
5,000,734
-9.3%
1.99%
-8.2%
Q2 2022$176,633,000
-2.7%
5,514,699
+11.9%
2.17%
+15.1%
Q1 2022$181,490,000
+62.6%
4,927,783
+53.7%
1.89%
+75.1%
Q4 2021$111,604,000
+13.8%
3,206,089
+9.2%
1.08%
-18.4%
Q3 2021$98,096,000
+44.7%
2,936,119
+46.0%
1.32%
+37.5%
Q2 2021$67,788,0002,010,8960.96%
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