NATIONS FINANCIAL GROUP INC, /IA/ /ADV - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$662,186
+8.7%
18,925
+13.0%
0.07%
+11.7%
Q2 2023$609,314
-3.3%
16,744
-0.7%
0.06%
-9.1%
Q1 2023$629,946
-16.7%
16,857
-22.9%
0.07%
-22.4%
Q4 2022$755,895
+3.3%
21,853
-5.9%
0.08%
-19.8%
Q3 2022$732,000
-8.8%
23,214
-0.9%
0.11%
-1.9%
Q2 2022$803,000
-4.6%
23,417
+2.5%
0.11%
+6.9%
Q1 2022$842,000
+9.4%
22,855
+3.4%
0.10%0.0%
Q4 2021$770,000
+10.2%
22,109
+5.7%
0.10%
-4.7%
Q3 2021$699,000
+5.1%
20,913
+6.0%
0.11%
-4.5%
Q2 2021$665,00019,7350.11%
Other shareholders
ISHARES GOLD TR shareholders Q3 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