LIBERTY WEALTH MANAGEMENT LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

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 Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders