Transamerica Financial Advisors, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,022 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$10.0%190.0%0.00%
Q1 2024$10.0%19
-5.0%
0.00%
Q4 2023$1
-50.0%
20
-60.0%
0.00%
Q3 2023$20.0%500.0%0.00%
Q2 2023$2
-93.9%
50
-94.3%
0.00%
-100.0%
Q1 2023$33
-98.5%
878
-98.7%
0.00%
-98.8%
Q4 2022$2,256
-43.6%
65,220
+67137.1%
0.32%
+32000.0%
Q3 2022$4,000
-99.8%
97
-99.8%
0.00%
-99.6%
Q2 2022$1,859,00054,1630.26%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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