DFPG INVESTMENTS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,165,407
-4.3%
112,457
-3.2%
0.39%
-1.5%
Q2 2023$4,354,464
+4.7%
116,181
+4.4%
0.39%
-12.1%
Q1 2023$4,158,534
+9.0%
111,280
+3.9%
0.45%
-28.8%
Q4 2022$3,814,045
+27.7%
107,106
+12.7%
0.63%
-50.6%
Q3 2022$2,986,000
+40.1%
95,007
+44.5%
1.27%
+36.6%
Q2 2022$2,132,000
-12.1%
65,750
+0.3%
0.93%
-1.6%
Q1 2022$2,426,000
+4.9%
65,547
-0.9%
0.94%
-2.2%
Q4 2021$2,313,000
+2.3%
66,164
+0.1%
0.97%
+12.9%
Q3 2021$2,261,000
-1.2%
66,124
-0.5%
0.86%
-1.2%
Q2 2021$2,288,00066,4290.87%
Other shareholders
ISHARES GOLD TR shareholders Q3 2022
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