Capital Group Private Client Services, Inc. - 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
Capital Group Private Client Services, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$11,143,615
-3.9%
318,480
-0.0%
0.14%
-0.7%
Q2 2023$11,594,072
-17.2%
318,606
-15.0%
0.14%
-21.3%
Q1 2023$14,010,648
+10.2%
374,917
+2.0%
0.17%
+8.8%
Q4 2022$12,712,205
+9.8%
367,511
+0.1%
0.16%
-1.2%
Q3 2022$11,575,000
+11.1%
367,098
+20.9%
0.16%
+20.0%
Q2 2022$10,416,000
-6.1%
303,599
+0.8%
0.14%
+11.6%
Q1 2022$11,096,000
+19.2%
301,269
+12.6%
0.12%
+22.2%
Q4 2021$9,310,000
+3.6%
267,439
-0.6%
0.10%
-4.8%
Q3 2021$8,987,000268,9930.10%
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