Keebeck Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 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
Keebeck Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$479,013
+5.0%
13,690
+9.2%
0.08%
+31.7%
Q2 2023$456,331
-2.6%
12,5400.0%0.06%
-17.1%
Q1 2023$468,620
+17.4%
12,540
+8.7%
0.08%
+8.6%
Q4 2022$399,169
+9.7%
11,5400.0%0.07%0.0%
Q3 2022$364,000
-38.5%
11,540
-33.2%
0.07%
-38.1%
Q2 2022$592,000
-6.9%
17,2650.0%0.11%
+7.6%
Q1 2022$636,000
+58.2%
17,265
+49.5%
0.10%
+45.8%
Q4 2021$402,00011,5500.07%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders