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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,967,964 | -7.1% | 170,562 | -3.4% | 4.18% | -2.1% |
| Q2 2023 | $6,427,493 | -8.6% | 176,628 | -6.1% | 4.28% | -13.3% |
| Q1 2023 | $7,029,970 | +8.9% | 188,118 | +0.8% | 4.93% | +4.3% |
| Q4 2022 | $6,456,569 | +15.8% | 186,660 | +5.6% | 4.73% | +5.9% |
| Q3 2022 | $5,575,166 | -3.5% | 176,821 | +5.0% | 4.46% | +0.6% |
| Q2 2022 | $5,779,000 | -2.6% | 168,438 | +4.6% | 4.44% | +13.8% |
| Q1 2022 | $5,933,000 | +8.1% | 161,084 | +2.2% | 3.90% | +18.2% |
| Q4 2021 | $5,487,000 | -27.1% | 157,640 | -30.0% | 3.30% | -32.2% |
| Q3 2021 | $7,523,000 | -7.6% | 225,156 | +0.1% | 4.87% | -5.3% |
| Q2 2021 | $8,144,000 | – | 224,961 | – | 5.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modus Advisors, LLC | 324,418 | $12,662,035 | 5.14% |
| Silverleafe Capital Partners, LLC | 194,878 | $7,606,088 | 3.60% |
| Lowe Wealth Advisors, LLC | 166,641 | $6,503,998 | 3.22% |
| Global Wealth Strategies & Associates | 120,183 | $4,690,742 | 1.95% |
| Systelligence, LLC | 169,444 | $6,613,399 | 1.80% |
| Versant Capital Management, Inc | 100,914 | $3,938,673 | 1.17% |
| BALDWIN BROTHERS LLC/MA | 326,961 | $12,761,288 | 1.00% |
| Fifth Third Wealth Advisors LLC | 28,384 | $1,107,828 | 0.36% |
| DOLIVER ADVISORS, LP | 22,195 | $866,271 | 0.27% |
| Horizons Wealth Management | 2,698 | $105,303 | 0.07% |