PATHSTONE FAMILY OFFICE, LLC - 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
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,434,774
+24.2%
126,744
+29.2%
0.03%
-35.8%
Q2 2023$3,570,950
-1.5%
98,130
+1.2%
0.05%
-10.2%
Q1 2023$3,623,732
-52.7%
96,969
-60.0%
0.06%
-9.2%
Q4 2022$7,657,854
+13.1%
242,462
+12.9%
0.06%
+6.6%
Q3 2022$6,769,936
+83.9%
214,712
+100.1%
0.06%
-24.7%
Q2 2022$3,681,532
-5.8%
107,302
+1.1%
0.08%
-11.0%
Q1 2022$3,909,000
+9.0%
106,122
+3.0%
0.09%
+2.2%
Q4 2021$3,586,000
+102.3%
103,010
+94.1%
0.09%
+71.2%
Q3 2021$1,773,000
-0.9%
53,0680.0%0.05%
-3.7%
Q2 2021$1,789,00053,0680.05%
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