NewEdge Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
NewEdge Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$280,865
-66.6%
8,027
-65.3%
0.01%
-67.9%
Q2 2023$841,228
-2.6%
23,1170.0%0.03%
-15.2%
Q1 2023$863,882
+67.4%
23,117
+65.1%
0.03%
+43.5%
Q1 2022$516,000
-40.4%
14,000
-43.7%
0.02%
-36.1%
Q4 2021$866,000
-0.3%
24,882
-4.3%
0.04%
-30.8%
Q3 2021$869,000
+1.3%
26,012
+2.2%
0.05%
-21.2%
Q2 2021$858,00025,4620.07%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders