Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$11,531,969
-0.7%
329,579
+3.2%
0.11%
-2.6%
Q2 2023$11,617,071
+48.2%
319,238
+52.2%
0.12%
+36.5%
Q1 2023$7,837,555
-11.7%
209,729
-18.3%
0.08%
+7.6%
Q4 2022$8,875,725
-99.9%
256,598
-60.9%
0.08%
-28.8%
Q3 2022$10,362,352,000
+78224.7%
656,672
+70.3%
0.11%
-18.4%
Q2 2022$13,230,000
-4.7%
385,596
+2.3%
0.14%
-6.2%
Q1 2022$13,883,000
+11.3%
376,955
+5.2%
0.14%
+15.1%
Q4 2021$12,474,000
-5.2%
358,350
-9.0%
0.13%
-4.5%
Q3 2021$13,155,000
-7.6%
393,731
-6.8%
0.13%
-18.5%
Q2 2021$14,244,000422,5500.16%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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