CAPTRUST FINANCIAL ADVISORS - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$78,241,082
-5.7%
2,236,098
-1.9%
0.30%
-8.6%
Q2 2023$82,969,610
+0.6%
2,280,011
+3.3%
0.33%
-9.9%
Q1 2023$82,509,106
+12.3%
2,207,897
+3.9%
0.36%
-1.9%
Q4 2022$73,487,807
+8.1%
2,124,539
-1.5%
0.37%
-6.6%
Q3 2022$67,980,000
+3.7%
2,156,055
+12.8%
0.40%
-6.4%
Q2 2022$65,581,000
+10.0%
1,911,427
+18.1%
0.42%
+9.6%
Q1 2022$59,595,000
+46.0%
1,618,099
+38.0%
0.39%
+37.9%
Q4 2021$40,828,000
+42.3%
1,172,895
+36.6%
0.28%
+17.6%
Q3 2021$28,691,000
+43.0%
858,766
+44.2%
0.24%
+27.3%
Q2 2021$20,070,000595,3820.19%
Other shareholders
ISHARES GOLD TR shareholders Q1 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