SlateStone Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,330
-9.9%
38,018
-6.3%
0.19%
-30.3%
Q2 2023$1,476
+1.4%
40,561
+4.2%
0.28%
-8.0%
Q1 2023$1,455
-99.9%
38,930
-5.2%
0.30%
-12.2%
Q4 2022$1,420,369
+9.5%
41,063
-0.1%
0.34%
-0.6%
Q3 2022$1,297,000
-23.8%
41,121
-17.1%
0.34%
-20.7%
Q2 2022$1,702,000
-13.1%
49,602
-6.7%
0.44%
-0.5%
Q1 2022$1,958,000
+4.8%
53,152
-1.0%
0.44%
+9.5%
Q4 2021$1,868,000
-12.1%
53,675
-15.7%
0.40%
-18.1%
Q3 2021$2,126,000
-1.3%
63,637
-0.5%
0.49%
-1.2%
Q2 2021$2,155,00063,9400.49%
Other shareholders
ISHARES GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders