EQUITABLE TRUST CO - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
EQUITABLE TRUST CO ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$85,372,625
-3.6%
2,439,915
+0.3%
7.06%
+4.2%
Q2 2023$88,552,081
-1.8%
2,433,418
+0.9%
6.77%
-4.6%
Q1 2023$90,155,499
+29.3%
2,412,510
+19.7%
7.10%
+29.2%
Q4 2022$69,727,560
+83.8%
2,015,830
+67.5%
5.50%
+73.8%
Q3 2022$37,936,000
-17.2%
1,203,183
-9.9%
3.16%
-7.4%
Q2 2022$45,817,000
-10.5%
1,335,400
-4.0%
3.41%
+3.7%
Q1 2022$51,209,000
+9.0%
1,390,408
+3.0%
3.29%
+13.4%
Q4 2021$46,985,000
-33.6%
1,349,743
-36.3%
2.90%
-35.8%
Q3 2021$70,795,000
-1.6%
2,118,958
-0.7%
4.52%
-2.0%
Q2 2021$71,936,0002,133,9584.61%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders