Journey Advisory Group, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Journey Advisory Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$271,523
+0.0%
7,760
+4.0%
0.04%
+2.5%
Q2 2023$271,470
-2.6%
7,4600.0%0.04%
-9.1%
Q1 2023$278,781
+15.8%
7,460
+7.2%
0.04%
-26.7%
Q4 2022$240,746
+6.1%
6,960
-3.5%
0.06%
+3.4%
Q3 2022$227,000
-8.5%
7,210
-2.1%
0.06%
+1.8%
Q2 2022$248,000
+24.0%
7,367
+36.0%
0.06%
+11.8%
Q1 2022$200,0005,4170.05%
Other shareholders
ISHARES GOLD TR shareholders Q4 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