ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $963,747 | -3.8% | 27,544 | +0.0% | 0.35% | -2.8% |
| Q2 2023 | $1,002,126 | -8.5% | 27,539 | -6.1% | 0.36% | -12.0% |
| Q1 2023 | $1,095,782 | +7.7% | 29,323 | -0.3% | 0.41% | -1.2% |
| Q4 2022 | $1,017,275 | -0.2% | 29,410 | -9.0% | 0.41% | -7.2% |
| Q3 2022 | $1,019,000 | -47.2% | 32,306 | -42.6% | 0.44% | -46.3% |
| Q2 2022 | $1,930,000 | +66.0% | 56,256 | +68.4% | 0.83% | +68.4% |
| Q4 2021 | $1,163,000 | -5.1% | 33,400 | -9.0% | 0.49% | -15.9% |
| Q3 2021 | $1,226,000 | +12.6% | 36,710 | +13.6% | 0.58% | -1.5% |
| Q2 2021 | $1,089,000 | – | 32,316 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modus Advisors, LLC | 324,418 | $12,662,035 | 5.14% |
| Silverleafe Capital Partners, LLC | 194,878 | $7,606,088 | 3.60% |
| Lowe Wealth Advisors, LLC | 166,641 | $6,503,998 | 3.22% |
| Global Wealth Strategies & Associates | 120,183 | $4,690,742 | 1.95% |
| Systelligence, LLC | 169,444 | $6,613,399 | 1.80% |
| Versant Capital Management, Inc | 100,914 | $3,938,673 | 1.17% |
| BALDWIN BROTHERS LLC/MA | 326,961 | $12,761,288 | 1.00% |
| Fifth Third Wealth Advisors LLC | 28,384 | $1,107,828 | 0.36% |
| DOLIVER ADVISORS, LP | 22,195 | $866,271 | 0.27% |
| Horizons Wealth Management | 2,698 | $105,303 | 0.07% |