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 1,115 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Group Private Client Services, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$13,466,258
+4.5%
306,539
-0.0%
0.14%
+3.1%
Q1 2024$12,883,585
+2.7%
306,679
-4.5%
0.13%
+0.8%
Q4 2023$12,539,832
+12.5%
321,287
+0.9%
0.13%
-4.4%
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 Q4 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
View complete list of ISHARES GOLD TR shareholders