EPIQ Capital Group, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
EPIQ Capital Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$18,274,017
-3.8%
522,264
+0.1%
9.46%
-1.1%
Q2 2023$18,994,779
-14.0%
521,978
-11.7%
9.57%
-13.9%
Q1 2023$22,089,781
+16.7%
591,110
+8.0%
11.12%
+7.8%
Q4 2022$18,926,610
+4.8%
547,170
-4.5%
10.32%
+16.0%
Q3 2022$18,060,000
-6.5%
572,803
+1.8%
8.90%
+17.4%
Q2 2022$19,309,000
-8.3%
562,789
-1.5%
7.58%
+31.7%
Q1 2022$21,048,000
+0.0%
571,484
-5.4%
5.75%
+53.9%
Q4 2021$21,039,000
+4.0%
604,405
-0.2%
3.74%
+78.8%
Q3 2021$20,232,000
-7.3%
605,564
-6.4%
2.09%
-8.2%
Q2 2021$21,814,000647,1042.28%
Other shareholders
ISHARES GOLD TR shareholders Q3 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