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 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders