Keebeck Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

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 Q1 2023
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