Laidlaw Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 960 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
Laidlaw Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$2,312,168
+2.5%
52,633
-2.0%
1.27%
+1.0%
Q1 2024$2,255,139
-2.5%
53,681
-9.4%
1.26%
+49.8%
Q4 2023$2,312,840
-29.0%
59,258
-36.3%
0.84%
-22.0%
Q3 2023$3,256,834
-15.4%
93,079
-12.0%
1.08%
+43.0%
Q2 2023$3,848,424
-4.0%
105,755
-1.4%
0.75%
-7.9%
Q1 2023$4,008,941
+2.7%
107,277
-4.9%
0.82%
-2.3%
Q4 2022$3,902,859
+6.3%
112,832
-3.1%
0.84%
-2.4%
Q3 2022$3,672,000
-5.9%
116,459
+2.3%
0.86%
+7.8%
Q2 2022$3,904,000
-9.9%
113,796
-3.3%
0.80%
+10.1%
Q1 2022$4,333,000
+7.8%
117,640
+1.9%
0.72%
+12.4%
Q4 2021$4,020,000
+12.9%
115,473
+8.3%
0.64%
-29.6%
Q3 2021$3,562,000
-6.5%
106,608
-5.7%
0.91%
-7.1%
Q2 2021$3,810,000113,0120.98%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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