Williams Jones 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
Williams Jones Wealth Management, LLC. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$988,502
-3.8%
28,2510.0%0.02%0.0%
Q2 2023$1,028,054
-1.2%
28,251
+1.5%
0.02%
-6.2%
Q1 2023$1,040,381
+10.3%
27,840
+2.1%
0.02%0.0%
Q4 2022$943,096
+3.2%
27,265
-6.0%
0.02%0.0%
Q3 2022$914,000
-6.4%
28,993
+1.8%
0.02%0.0%
Q2 2022$977,000
-9.9%
28,475
-3.2%
0.02%
+6.7%
Q1 2022$1,084,000
+38.1%
29,430
+30.5%
0.02%
+50.0%
Q4 2021$785,000
+0.5%
22,556
-3.5%
0.01%
-9.1%
Q3 2021$781,000
-0.9%
23,3690.0%0.01%0.0%
Q2 2021$788,00023,3690.01%
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