HB Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,583,067
-3.7%
73,823
+0.2%
0.04%
-2.3%
Q2 2023$2,680,960
-3.2%
73,673
-0.6%
0.04%
-10.4%
Q1 2023$2,769,977
+7.3%
74,123
-0.6%
0.05%
+2.1%
Q4 2022$2,580,379
+10.0%
74,599
+0.3%
0.05%
-6.0%
Q3 2022$2,345,000
-8.6%
74,373
-0.5%
0.05%
-5.7%
Q2 2022$2,565,000
-6.4%
74,766
+0.5%
0.05%
+3.9%
Q1 2022$2,740,000
+138.5%
74,391
+125.4%
0.05%
+121.7%
Q4 2021$1,149,00033,0020.02%
Other shareholders
ISHARES GOLD TR shareholders Q3 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