OAK HARBOR WEALTH PARTNERS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
OAK HARBOR WEALTH PARTNERS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$456,270
-3.8%
13,0400.0%0.16%0.0%
Q2 2023$474,526
-7.0%
13,040
-4.5%
0.16%
-12.9%
Q1 2023$510,287
+4.6%
13,655
-3.2%
0.19%0.0%
Q4 2022$488,030
+7.5%
14,109
-2.0%
0.19%
+4.5%
Q3 2022$454,000
-10.1%
14,390
-2.3%
0.18%
-11.4%
Q2 2022$505,000
-7.0%
14,7300.0%0.20%
+12.9%
Q1 2022$543,000
+5.8%
14,7300.0%0.18%
+1.1%
Q4 2021$513,00014,7300.18%
Other shareholders
ISHARES GOLD TR shareholders Q4 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