Simplicity Solutions, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,245,574
-7.7%
35,598
-4.0%
0.04%
+8.1%
Q2 2023$1,349,632
-22.9%
37,088
-20.8%
0.04%
-19.6%
Q1 2023$1,750,429
+27.1%
46,841
+13.7%
0.05%
-78.3%
Q3 2021$1,377,000
-9.5%
41,210
-8.7%
0.21%
-29.6%
Q2 2021$1,521,00045,1270.30%
Other shareholders
ISHARES GOLD TR shareholders Q2 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