Concord Wealth Partners - 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
Concord Wealth Partners ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$72,114
-4.4%
2,061
-0.5%
0.02%
-6.2%
Q2 2023$75,400
+4.7%
2,072
+7.5%
0.02%
-20.0%
Q1 2023$72,049
+20.4%
1,928
+11.4%
0.02%
+11.1%
Q4 2022$59,841
+444.0%
1,730
+422.7%
0.02%
+500.0%
Q2 2022$11,000
+57.1%
331
+77.0%
0.00%
+50.0%
Q4 2021$7,000
-66.7%
187
-69.3%
0.00%
-66.7%
Q2 2021$21,0006100.01%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders