LIBERTY WEALTH 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,470
-99.9%
42,006
+1.1%
0.37%
-1.9%
Q2 2023$1,511,531
-23.4%
41,545
-21.8%
0.37%
-8.4%
Q1 2023$1,972,448
+2.5%
53,147
-12.9%
0.41%
-20.7%
Q3 2022$1,924,000
-6.6%
61,039
+1.7%
0.51%
-38.6%
Q2 2022$2,059,000
-7.6%
60,033
-0.5%
0.84%
+3.9%
Q1 2022$2,229,000
-13.7%
60,339
-18.8%
0.80%
+617.9%
Q4 2021$2,583,000
-11.8%
74,333
-15.0%
0.11%
-89.3%
Q3 2021$2,929,000
-16.1%
87,447
-15.7%
1.04%
-23.0%
Q2 2021$3,492,000103,6971.36%
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