J. W. Coons Advisors, LLC - 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
J. W. Coons Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$850,118
-5.8%
24,296
-2.0%
0.24%
-0.4%
Q2 2023$902,327
-2.6%
24,7960.0%0.25%
-7.5%
Q1 2023$926,627
+6.1%
24,796
-1.8%
0.27%
+1.9%
Q4 2022$873,259
+6.5%
25,246
-2.9%
0.26%
-15.8%
Q3 2022$820,000
+1.5%
25,996
+10.1%
0.31%
+8.4%
Q2 2022$808,000
-3.0%
23,621
+4.8%
0.29%
+15.3%
Q1 2022$833,000
+35.2%
22,536
+27.2%
0.25%
+33.3%
Q4 2021$616,000
+3.5%
17,711
-0.8%
0.19%
-8.8%
Q3 2021$595,000
-2.0%
17,846
-1.1%
0.20%
-5.1%
Q2 2021$607,00018,0460.22%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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