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 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

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 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders