Westside Investment Management, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$797,073
-3.8%
22,7800.0%0.23%
-1.7%
Q2 2023$828,970
-2.6%
22,7800.0%0.23%
-6.4%
Q1 2023$851,288
+10874.4%
22,7800.0%0.25%
+1215.8%
Q4 2022$7,757
-100.0%
22,780
-5.8%
0.02%
-84.4%
Q3 2022$51,003,000
+414.7%
24,180
+5.9%
0.12%
+454.5%
Q2 2022$9,909,000
+8.5%
22,830
+9032.0%
0.02%
+10.0%
Q1 2022$9,135,000
-90.6%
250
-99.4%
0.02%
-91.0%
Q4 2021$97,196,000
+4.2%
44,955
-0.1%
0.22%
+3.3%
Q3 2021$93,307,000
+3.8%
44,980
+1.0%
0.22%
+3.4%
Q2 2021$89,901,00044,5550.21%
Other shareholders
ISHARES GOLD TR shareholders Q4 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