BELLEVUE ASSET MANAGEMENT, 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
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$32,575
-3.8%
9310.0%0.02%
+4.8%
Q2 2023$33,879
-2.6%
9310.0%0.02%
-12.5%
Q1 2023$34,791
+8.1%
9310.0%0.02%
-4.0%
Q4 2022$32,180
+7.3%
9310.0%0.02%
+8.7%
Q3 2022$30,000
-6.2%
9310.0%0.02%0.0%
Q2 2022$32,000
-5.9%
9310.0%0.02%
+9.5%
Q1 2022$34,000
+6.2%
9310.0%0.02%
+10.5%
Q4 2021$32,000
+3.2%
9310.0%0.02%0.0%
Q3 2021$31,0000.0%9310.0%0.02%0.0%
Q2 2021$31,0009310.02%
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