Kestra Advisory Services, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

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 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