Blue Trust, Inc. - 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
Blue Trust, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$33,518
-17.5%
921,080
-15.3%
0.51%
-20.5%
Q2 2023$40,619
-18.7%
1,086,937
-24.7%
0.64%
-21.4%
Q1 2023$49,935
-28.2%
1,443,629
-34.6%
0.82%
-34.2%
Q4 2022$69,552
-99.9%
2,205,881
-42.5%
1.24%
-46.2%
Q3 2022$131,663,000
-5.8%
3,837,451
+1.2%
2.31%
+6.4%
Q2 2022$139,724,0003,793,7412.17%
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