STERLING INVESTMENT ADVISORS LLC /ADV - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
STERLING INVESTMENT ADVISORS LLC /ADV ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$454,672
-3.8%
12,9940.0%0.29%
-3.7%
Q2 2023$472,864
-2.6%
12,9940.0%0.30%
-4.1%
Q1 2023$485,599
+7.6%
12,994
-0.4%
0.31%
+1.9%
Q4 2022$451,168
+9.8%
13,0430.0%0.31%0.0%
Q3 2022$411,000
-8.3%
13,0430.0%0.31%0.0%
Q2 2022$448,000
+61.2%
13,043
+72.5%
0.31%
+86.7%
Q1 2022$278,000
+4.5%
7,559
-1.0%
0.16%
+9.3%
Q4 2021$266,000
+4.3%
7,6370.0%0.15%
-1.3%
Q3 2021$255,0007,6370.15%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders