REUTER JAMES WEALTH MANAGEMENT, LLC - 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
REUTER JAMES WEALTH MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$12,703,399
+13.3%
363,058
+21.0%
9.52%
+21.3%
Q1 2023$11,215,970
+43.0%
300,133
+32.3%
7.85%
+37.6%
Q4 2022$7,845,254
-47.3%
226,807
-51.9%
5.70%
-43.9%
Q3 2022$14,878,000
-6.5%
471,863
+1.8%
10.17%
+2.8%
Q2 2022$15,907,000
-10.0%
463,626
-3.3%
9.89%
+40.9%
Q1 2022$17,666,000
+54.6%
479,638
+46.1%
7.02%
+59.9%
Q4 2021$11,426,000328,2474.39%
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