Schrum Private Wealth Management 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
Schrum Private Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$224,461
-3.8%
6,4150.0%0.26%
+1.6%
Q2 2023$233,442
-2.6%
6,4150.0%0.25%
-9.0%
Q1 2023$239,729
+8.0%
6,4150.0%0.28%
+5.3%
Q4 2022$221,895
+9.8%
6,4150.0%0.26%
+3.1%
Q3 2022$202,000
-8.2%
6,4150.0%0.26%
+2.4%
Q2 2022$220,000
-4.8%
6,4150.0%0.25%
+7.3%
Q1 2022$231,000
+3.1%
6,4150.0%0.23%
+13.7%
Q4 2021$224,0006,4150.20%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders