Kelly Financial Services LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,129 filers reported holding ISHARES GOLD TR in Q2 2024. The put-call ratio across all filers is 5.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Kelly Financial Services LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$114,971
-1.8%
2,617
-6.1%
0.04%
-8.9%
Q1 2024$117,046
+4.7%
2,786
-2.7%
0.04%0.0%
Q4 2023$111,748
+6.5%
2,863
-4.6%
0.04%
-6.2%
Q3 2023$104,953
+8.9%
3,000
+13.3%
0.05%
+4.3%
Q2 2023$96,397
-7.3%
2,649
-4.8%
0.05%
-11.5%
Q1 2023$103,963
+8.0%
2,7820.0%0.05%
+2.0%
Q4 2022$96,229
+3.1%
2,782
-6.0%
0.05%
-7.3%
Q3 2022$93,360
-18.4%
2,961
-11.2%
0.06%
-8.3%
Q2 2022$114,424
-9.2%
3,335
-2.5%
0.06%
+5.3%
Q1 2022$126,032
-26.2%
3,422
-30.2%
0.06%
-26.9%
Q4 2021$170,673
-98.6%
4,903
-98.6%
0.08%
-98.8%
Q3 2021$11,947,115
+3275.8%
357,591
-97.0%
6.72%
-50.9%
Q2 2021$353,90311,930,07013.70%
Other shareholders
ISHARES GOLD TR shareholders Q2 2024
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