AVANTAX ADVISORY SERVICES, INC. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,491,064
-40.2%
42,614
-37.8%
0.02%
-41.4%
Q2 2023$2,493,279
+43.7%
68,516
+47.5%
0.03%
+38.1%
Q1 2023$1,735,351
+8.9%
46,437
-0.3%
0.02%0.0%
Q4 2022$1,593,102
-48.8%
46,556
-52.8%
0.02%
-56.2%
Q3 2022$3,109,000
-0.7%
98,608
+8.1%
0.05%
+2.1%
Q2 2022$3,130,000
-8.0%
91,220
-1.1%
0.05%0.0%
Q1 2022$3,404,000
+5.1%
92,195
-1.0%
0.05%
-4.1%
Q4 2021$3,240,000
-5.5%
93,087
-9.2%
0.05%
-14.0%
Q3 2021$3,428,000
+2.2%
102,504
+2.9%
0.06%
-6.6%
Q2 2021$3,353,00099,6560.06%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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