TCWP LLC - 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
TCWP LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q1 2023$2,677,759
+9.3%
71,655
+1.2%
0.51%
+2.2%
Q4 2022$2,450,021
+11.1%
70,830
+1.2%
0.50%
+6.2%
Q3 2022$2,205,000
-5.8%
69,961
+2.5%
0.47%
-6.0%
Q2 2022$2,341,000
-5.9%
68,245
+1.0%
0.50%
+10.2%
Q1 2022$2,488,000
+7.1%
67,580
+1.2%
0.45%
-2.0%
Q4 2021$2,324,00066,7790.46%
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