Atria Investments, Inc - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,067,850
-3.0%
116,257
+0.9%
0.07%
-5.3%
Q2 2023$4,192,347
-0.7%
115,206
+1.9%
0.08%
-5.0%
Q1 2023$4,223,660
+48.0%
113,023
+37.0%
0.08%
+35.6%
Q4 2022$2,854,333
+0.3%
82,519
-8.6%
0.06%
-6.3%
Q3 2022$2,846,000
-21.2%
90,271
-14.2%
0.06%
-17.1%
Q2 2022$3,610,000
+0.2%
105,223
+7.6%
0.08%
+20.6%
Q1 2022$3,601,000
+15.3%
97,761
+9.0%
0.06%
+12.5%
Q4 2021$3,123,000
-0.7%
89,729
-4.7%
0.06%
-1.8%
Q3 2021$3,146,000
+18.9%
94,151
+20.0%
0.06%
+11.8%
Q2 2021$2,645,00078,4700.05%
Other shareholders
ISHARES GOLD TR shareholders Q2 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