BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - 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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$208,121
-4.0%
5,948
-0.2%
0.06%
-1.8%
Q2 2023$216,775
-2.6%
5,9570.0%0.06%
-14.9%
Q1 2023$222,613
+8.0%
5,9570.0%0.07%
-1.5%
Q4 2022$206,053
+9.6%
5,9570.0%0.07%
+1.5%
Q3 2022$188,000
-7.8%
5,9570.0%0.07%
-2.9%
Q2 2022$204,000
-6.8%
5,9570.0%0.07%
+11.3%
Q1 2022$219,000
+5.8%
5,9570.0%0.06%
+14.8%
Q4 2021$207,000
+4.0%
5,9570.0%0.05%
-6.9%
Q3 2021$199,000
-11.9%
5,957
-11.0%
0.06%
-12.1%
Q2 2021$226,0006,6940.07%
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