OPTIMUM INVESTMENT ADVISORS - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2023$17,564
-47.2%
450
-52.6%
0.01%
-47.1%
Q3 2023$33,241
-3.8%
9500.0%0.02%0.0%
Q2 2023$34,571
-2.6%
9500.0%0.02%
-10.5%
Q1 2023$35,502
+8.0%
9500.0%0.02%
+5.6%
Q4 2022$32,861
-6.1%
950
-13.6%
0.02%
-5.3%
Q3 2022$35,000
-7.9%
1,1000.0%0.02%0.0%
Q2 2022$38,000
-7.3%
1,1000.0%0.02%
+11.8%
Q1 2022$41,000
-77.2%
1,100
-78.8%
0.02%
-75.7%
Q4 2021$180,000
+4.0%
5,1770.0%0.07%
-4.1%
Q3 2021$173,000
-1.1%
5,1770.0%0.07%
+32.7%
Q2 2021$175,0005,1770.06%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
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