Cetera Advisors LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 942 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
Cetera Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2023$5,076,652
+9.1%
130,071
-2.2%
0.07%
-4.1%
Q3 2023$4,652,043
-6.8%
132,954
-3.1%
0.07%
-7.6%
Q2 2023$4,993,927
-5.7%
137,234
-3.2%
0.08%
-10.2%
Q1 2023$5,296,768
+11.9%
141,739
+3.5%
0.09%
+2.3%
Q4 2022$4,735,319
+42.5%
136,899
+29.9%
0.09%
-2.3%
Q3 2022$3,322,000
-11.6%
105,351
-3.9%
0.09%
+2.3%
Q2 2022$3,760,000
+2.1%
109,601
+9.6%
0.09%
+17.8%
Q1 2022$3,683,000
-41.6%
99,998
-44.8%
0.07%
-43.0%
Q4 2021$6,309,000
-30.5%
181,252
-33.3%
0.13%
-27.7%
Q3 2021$9,082,000
+63.1%
271,829
+64.5%
0.18%
+34.1%
Q2 2021$5,570,000165,2380.13%
Other shareholders
ISHARES GOLD TR shareholders Q3 2022
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