Relyea Zuckerberg Hanson LLC - 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
Relyea Zuckerberg Hanson LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,381,370
-3.8%
39,4790.0%0.32%
-2.5%
Q2 2023$1,436,641
+4.4%
39,479
+7.2%
0.32%
-3.9%
Q1 2023$1,375,814
+19.6%
36,816
+10.7%
0.34%
+2.4%
Q4 2022$1,150,083
+18.6%
33,249
+8.0%
0.33%
-6.3%
Q3 2022$970,000
-34.0%
30,772
-28.1%
0.35%
-36.0%
Q2 2022$1,469,000
+0.5%
42,822
+2.0%
0.55%
+3.2%
Q4 2021$1,462,000
+41.8%
41,965
+36.0%
0.53%
+32.5%
Q3 2021$1,031,000
-0.9%
30,8510.0%0.40%
-6.3%
Q2 2021$1,040,00030,8510.43%
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