Sigma Planning Corp - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$6,271,454
-6.8%
179,235
-3.1%
0.24%
-2.9%
Q2 2023$6,730,771
-2.3%
184,962
+0.3%
0.24%
+5.7%
Q1 2023$6,890,605
+24.6%
184,388
+15.4%
0.23%
+15.7%
Q4 2022$5,528,366
+6.7%
159,825
-2.8%
0.20%0.0%
Q3 2022$5,183,000
-16.5%
164,381
-9.1%
0.20%
-8.3%
Q2 2022$6,204,000
-13.2%
180,814
-6.8%
0.22%
+0.9%
Q1 2022$7,145,000
+25.1%
194,012
+18.3%
0.21%
+34.6%
Q4 2021$5,710,000
+14.4%
164,035
+9.8%
0.16%
+6.0%
Q3 2021$4,992,000
+2.3%
149,430
+3.2%
0.15%
+3.4%
Q2 2021$4,879,000144,7460.14%
Other shareholders
ISHARES GOLD TR shareholders Q3 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