MBL Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
MBL Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$414,632
+1.3%
11,850
+5.3%
0.06%0.0%
Q2 2023$409,388
+12.6%
11,250
+15.7%
0.06%
+1.8%
Q1 2023$363,424
+108384.8%
9,725
+0.3%
0.06%
-10.9%
Q4 2022$335
+5.0%
9,693
-4.2%
0.06%
-7.2%
Q3 2022$319
-18.4%
10,114
-11.3%
0.07%
-28.9%
Q2 2022$391
-99.9%
11,400
+15.2%
0.10%
+9.0%
Q1 2022$365,0009,9000.09%
Other shareholders
ISHARES GOLD TR shareholders Q3 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