J.W. COLE ADVISORS, INC. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,385,009
-6.6%
39,583
-2.9%
0.10%
-3.8%
Q2 2023$1,482,711
-10.2%
40,745
-7.8%
0.11%
-10.2%
Q1 2023$1,651,679
+33.7%
44,198
+23.8%
0.12%
+24.2%
Q4 2022$1,235,140
+10.3%
35,708
+0.6%
0.10%
+2.2%
Q3 2022$1,120,000
-21.3%
35,509
-14.4%
0.09%
-17.7%
Q2 2022$1,423,000
+23.1%
41,480
+32.2%
0.11%
+46.8%
Q1 2022$1,156,000
+59.2%
31,377
+50.4%
0.08%
+63.8%
Q4 2021$726,000
+8.7%
20,858
+4.3%
0.05%
-2.1%
Q3 2021$668,000
+3.6%
19,998
+4.6%
0.05%
-5.9%
Q2 2021$645,00019,1200.05%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
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