LAKE STREET PRIVATE WEALTH, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$786,396
-2.5%
22,246
+0.4%
0.14%
-0.7%
Q2 2023$806,184
-2.6%
22,1540.0%0.14%
-7.8%
Q1 2023$827,895
+8.0%
22,154
-0.1%
0.15%
-3.1%
Q4 2022$766,895
+6.5%
22,171
-3.0%
0.16%
-3.6%
Q3 2022$720,000
-20.1%
22,850
-13.0%
0.16%
-13.2%
Q2 2022$901,000
-8.5%
26,273
-1.7%
0.19%
+7.3%
Q1 2022$985,000
+6.7%
26,733
+0.8%
0.18%
+9.3%
Q4 2021$923,00026,5270.16%
Other shareholders
ISHARES GOLD TR shareholders Q4 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