Aberdeen Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,129 filers reported holding ISHARES GOLD TR in Q2 2024. The put-call ratio across all filers is 5.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Aberdeen Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$699,014
+4.6%
15,9120.0%0.47%
+21.6%
Q1 2024$668,463
+14.9%
15,912
+6.7%
0.39%
-7.8%
Q4 2023$582,015
+4.5%
14,912
-6.3%
0.42%
+0.7%
Q3 2023$556,761
-3.8%
15,9120.0%0.42%
+0.2%
Q2 2023$579,037
-2.6%
15,9120.0%0.42%
-5.6%
Q1 2023$594,631
+10.8%
15,912
+2.6%
0.44%
+9.4%
Q4 2022$536,560
+9.7%
15,5120.0%0.40%
-6.0%
Q3 2022$489,000
+37.0%
15,512
+49.0%
0.43%
+51.8%
Q2 2022$357,000
-3.3%
10,412
+4.0%
0.28%
+13.1%
Q1 2022$369,000
+16.0%
10,012
+6.2%
0.25%
-14.3%
Q2 2021$318,0009,4240.29%
Other shareholders
ISHARES GOLD TR shareholders Q2 2024
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$156,529,00071.35%
VCU Investment Management Co 1,020,205$34,085,00020.24%
MOON CAPITAL MANAGEMENT LP 1,552,064$51,854,00016.01%
Mader & Shannon Wealth Management, Inc. 668,522$22,335,00014.27%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Sowa Financial Group, Inc. 532,192$17,781,00011.54%
Proficio Capital Partners LLC 2,265,370$75,686,0009.96%
Zhang Financial LLC 943,995$31,539,0007.29%
Private Harbour Investment Management & Counsel, LLC 243,175$8,124,0007.15%
Arnhold LLC 1,807,254$60,380,0006.97%
View complete list of ISHARES GOLD TR shareholders