Avalon Investment & Advisory - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q1 2023$1,057,048
+107982.6%
28,2860.0%0.03%
+3.6%
Q4 2022$978
-99.9%
28,286
+1.5%
0.03%
+3.7%
Q3 2022$879,000
-8.1%
27,8780.0%0.03%0.0%
Q2 2022$956,000
-6.9%
27,8780.0%0.03%
+8.0%
Q1 2022$1,027,000
+5.8%
27,878
-0.0%
0.02%
+4.2%
Q4 2021$971,000
+3.2%
27,883
-1.0%
0.02%
+9.1%
Q3 2021$941,000
+0.1%
28,168
+1.0%
0.02%
+4.8%
Q2 2021$940,00027,8830.02%
Other shareholders
ISHARES GOLD TR shareholders Q1 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