STEPHENS INC /AR/ - 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
STEPHENS INC /AR/ ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$20,794,067
-8.4%
594,286
-4.8%
0.40%
-2.4%
Q2 2023$22,709,798
-2.3%
624,067
+0.4%
0.41%
-8.3%
Q1 2023$23,239,207
+9.8%
621,868
+1.6%
0.45%
+2.8%
Q4 2022$21,163,131
+4.3%
611,828
-5.0%
0.43%
+0.2%
Q3 2022$20,296,000
-30.3%
643,705
-24.2%
0.43%
-26.4%
Q2 2022$29,134,000
+13.3%
849,154
+21.6%
0.59%
+40.3%
Q1 2022$25,714,000
-17.3%
698,192
-21.9%
0.42%
-11.0%
Q4 2021$31,103,000
+3.2%
893,502
-1.0%
0.47%
+1.1%
Q3 2021$30,144,000
-11.0%
902,246
-10.2%
0.47%
-8.1%
Q2 2021$33,868,0001,004,6930.51%
Other shareholders
ISHARES GOLD TR shareholders Q3 2022
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