MONETA GROUP INVESTMENT ADVISORS LLC - 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
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$244,125
-28.7%
6,977
-25.8%
0.01%
-25.0%
Q2 2023$342,175
-50.6%
9,403
-49.3%
0.01%
-52.9%
Q1 2023$692,616
-38.9%
18,534
-40.3%
0.02%
-45.2%
Q4 2022$1,132,787
+412.6%
31,043
+342.9%
0.03%
+287.5%
Q3 2022$221,0000.0%7,009
+8.8%
0.01%0.0%
Q2 2022$221,000
+7.8%
6,441
+15.7%
0.01%0.0%
Q1 2022$205,000
-12.8%
5,566
-17.6%
0.01%
-20.0%
Q4 2021$235,000
+2.2%
6,751
-1.9%
0.01%
-9.1%
Q3 2021$230,0006,8840.01%
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