Charles Schwab Trust Co - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

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 Q3 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