Valmark Advisers, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$320,403
-4.1%
9,157
-0.3%
0.01%0.0%
Q2 2023$334,133
-17.0%
9,182
-14.7%
0.01%
-22.2%
Q1 2023$402,400
+5.9%
10,768
-2.0%
0.01%0.0%
Q4 2022$380,110
+8.6%
10,989
-1.0%
0.01%
+28.6%
Q3 2022$350,000
+31.1%
11,102
+42.4%
0.01%
+40.0%
Q2 2022$267,000
-97.7%
7,796
-97.6%
0.01%
-97.6%
Q1 2022$11,793,000
+12.5%
320,198
+6.3%
0.21%
+14.9%
Q4 2021$10,481,000
+3.8%
301,081
-0.4%
0.18%
-2.2%
Q3 2021$10,094,000
+3.2%
302,139
+4.1%
0.18%
+3.4%
Q2 2021$9,782,000290,1760.18%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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