SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$360
-4.0%
10,2910.0%0.01%0.0%
Q2 2023$375
-2.6%
10,2910.0%0.01%
-14.3%
Q1 2023$385
+8.1%
10,2910.0%0.01%
+7.7%
Q4 2022$356
-99.9%
10,291
-5.6%
0.01%
-18.8%
Q3 2022$343,000
-13.4%
10,902
-5.4%
0.02%
-20.0%
Q2 2022$396,0000.0%11,522
+6.9%
0.02%
+11.1%
Q1 2022$396,000
+2.6%
10,777
-2.7%
0.02%
+5.9%
Q4 2021$386,000
+4.6%
11,078
+0.4%
0.02%
-5.6%
Q3 2021$369,000
-2.1%
11,037
-1.2%
0.02%
+5.9%
Q2 2021$377,00011,1710.02%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders