Interchange Capital Partners, LLC - 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
Interchange Capital Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,122,306
-4.4%
32,075
-0.6%
0.89%
-0.4%
Q2 2023$1,174,122
-16.7%
32,264
-3.0%
0.90%
+17.1%
Q1 2023$1,410,270
+74.5%
33,253
+42.4%
0.76%
-7.2%
Q4 2022$808,024
-52.2%
23,360
-56.4%
0.82%
-55.6%
Q3 2022$1,691,000
-25.8%
53,636
-19.3%
1.86%
-27.7%
Q2 2022$2,280,000
-10.0%
66,469
-3.4%
2.56%
-1.5%
Q1 2022$2,534,000
-8.3%
68,829
-13.3%
2.60%
-6.1%
Q4 2021$2,762,000
+439.5%
79,373
+417.2%
2.77%
+224.1%
Q3 2021$512,000
+5.8%
15,347
+6.7%
0.86%
+14.3%
Q2 2021$484,00014,3810.75%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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