Charles Schwab Trust Co - 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
Charles Schwab Trust Co ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$258,681
+16.0%
7,393
+4.5%
0.03%
-21.6%
Q3 2022$223,000
-22.3%
7,075
-15.3%
0.04%
-37.3%
Q2 2022$287,000
-25.1%
8,351
-19.8%
0.06%
-11.9%
Q1 2022$383,000
+6.4%
10,407
+0.7%
0.07%
+15.5%
Q4 2021$360,000
-92.2%
10,336
-92.5%
0.06%
-93.6%
Q3 2021$4,625,000
+9.0%
138,443
+10.0%
0.91%
+8.9%
Q2 2021$4,243,000125,8700.84%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders