UMB Bank, n.a. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
UMB Bank, n.a. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$8,990,506
-4.6%
256,945
-0.8%
0.14%
+0.7%
Q2 2023$9,425,446
-2.1%
259,012
+0.5%
0.14%
-7.1%
Q1 2023$9,627,633
+306707.9%
257,630
+184.0%
0.15%
+208.0%
Q4 2022$3,138
-99.9%
90,702
-4.1%
0.05%0.0%
Q3 2022$2,983,000
-8.9%
94,623
-0.9%
0.05%
-2.0%
Q2 2022$3,276,000
-4.4%
95,491
+2.7%
0.05%
+13.3%
Q1 2022$3,425,000
-5.9%
93,001
-11.1%
0.04%
-2.2%
Q4 2021$3,640,000
+37.5%
104,566
+31.9%
0.05%
-23.3%
Q3 2021$2,648,000
+2.0%
79,272
+3.0%
0.06%
+1.7%
Q2 2021$2,595,00076,9820.06%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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