ALESCO ADVISORS LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
ALESCO ADVISORS LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$953,198
-3.8%
27,2420.0%0.04%
+2.8%
Q2 2023$991,336
+39.5%
27,242
+43.3%
0.04%
+38.5%
Q1 2023$710,478
+8.0%
19,0120.0%0.03%
+4.0%
Q4 2022$657,625
+68.2%
19,012
+53.5%
0.02%
+56.2%
Q3 2022$391,000
-45.6%
12,387
-40.9%
0.02%
-42.9%
Q2 2022$719,000
-19.4%
20,947
-13.5%
0.03%
-6.7%
Q1 2022$892,000
+220.9%
24,229
+203.3%
0.03%
+233.3%
Q4 2021$278,000
+4.1%
7,9890.0%0.01%0.0%
Q3 2021$267,000
+0.4%
7,989
+1.3%
0.01%
-10.0%
Q2 2021$266,0007,8840.01%
Other shareholders
ISHARES GOLD TR shareholders Q2 2023
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