STERLING INVESTMENT ADVISORS LLC /ADV - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

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 2022
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