Parcion Private Wealth LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Parcion Private Wealth LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$30,159,370
-5.1%
861,943
-1.3%
3.13%
-2.5%
Q2 2023$31,795,018
-4.2%
873,730
-1.7%
3.21%
-7.5%
Q1 2023$33,201,733
+6.2%
888,460
-1.7%
3.47%
+2.4%
Q4 2022$31,250,493
-0.8%
903,455
-9.6%
3.39%
-3.8%
Q3 2022$31,509,000
-14.2%
999,346
-10.8%
3.52%
-2.7%
Q2 2022$36,712,000
-21.8%
1,120,968
-12.0%
3.62%
-17.5%
Q1 2022$46,931,000
+4.3%
1,274,267
-2.1%
4.39%
+8.0%
Q4 2021$44,978,000
-9.9%
1,302,213
-12.2%
4.06%
-8.2%
Q3 2021$49,913,0001,482,8534.43%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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