ISHARES GOLD TR shareholder history

Current and past ISHARES GOLD TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 990.05%3.23%9.25%Q3 2021Q3 20239
Versant Capital Management, Inc 990.09%0.39%0.83%Q4 2021Q4 20239
TEACHER RETIREMENT SYSTEM OF TEXAS 880.16%0.23%0.28%Q4 2021Q3 20238
Alaska Permanent Fund Corp 623.68%7.26%10.38%Q3 2021Q3 20238
Jackson Creek Investment Advisors LLC 770.09%0.14%0.18%Q1 2022Q3 20237
BlackRock Inc. 520.00%0.00%0.00%Q2 2021Q3 20237
OARSMAN CAPITAL, INC. 770.48%1.20%2.40%Q1 2022Q3 20237
BANK OF AMERICA CORP /DE/ 770.00%0.00%0.00%Q1 2022Q3 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2021Q2 20236
Greenline Partners, LLC 660.44%2.28%3.42%Q2 2022Q3 20236
AE Wealth Management LLC 660.05%0.18%0.24%Q2 2022Q3 20236
MARIPAU WEALTH MANAGEMENT LLC 660.41%1.63%2.86%Q2 2022Q3 20236
THEORY FINANCIAL LLC 421.88%2.09%2.27%Q1 2022Q3 20236
JANE STREET GROUP, LLC 310.00%0.01%0.06%Q3 2021Q3 20236
OSAIC HOLDINGS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
B.O.S.S. Retirement Advisors, LLC 550.33%0.36%0.40%Q4 2022Q4 20235
Sumitomo Mitsui Trust Holdings, Inc. 440.04%0.06%0.07%Q4 2022Q3 20234
ROYAL BANK OF CANADA 440.00%0.00%0.00%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.25%0.28%0.31%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q2 2022Q3 20234
HRT FINANCIAL LP 330.01%0.01%0.02%Q1 2023Q3 20233
FLOW TRADERS U.S. LLC 210.05%0.36%0.94%Q1 2022Q3 20233
Truadvice, LLC 330.18%0.24%0.35%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.01%0.02%0.03%Q2 2023Q3 20232
IMC-Chicago, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Atria Investments, Inc 220.03%0.03%0.04%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 220.00%0.01%0.01%Q2 2023Q3 20232
Kingdom Financial Group LLC. 220.30%0.34%0.38%Q2 2023Q3 20232
SIGNATUREFD, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UBS Group AG 110.00%0.00%0.00%Q3 2021Q4 20222
Newbridge Financial Services Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 221.81%1.88%1.95%Q2 2023Q3 20232
SINECERA CAPITAL, LLC 220.29%0.34%0.39%Q2 2023Q3 20232
Slagle Financial, LLC 220.35%0.37%0.39%Q2 2023Q3 20232
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Arcadia Wealth Management, LLC 220.22%0.23%0.24%Q4 2022Q1 20232
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MorganRosel Wealth Management, LLC 112.36%2.36%2.36%Q3 2023Q3 20231
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tidal Investments LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
PSI Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Kovack Advisors, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2023Q2 20231
China Universal Asset Management Co., Ltd. 110.14%0.14%0.14%Q3 2023Q3 20231
Ardent Capital Management, Inc. 110.30%0.30%0.30%Q3 2023Q3 20231
True Wealth Design, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
VICUS CAPITAL 110.04%0.04%0.04%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

This page lists all the filers that currently own ISHARES GOLD TR or have owned ISHARES GOLD TR in the past.