United Asset Strategies, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$904,771
-46.1%
25,858
-43.9%
0.12%
-44.0%
Q2 2023$1,678,198
+85.6%
46,117
+90.6%
0.21%
+75.6%
Q1 2023$904,055
+65.9%
24,192
+53.6%
0.12%
+56.6%
Q4 2022$544,827
-3.1%
15,751
-11.6%
0.08%
-11.6%
Q3 2022$562,000
-34.4%
17,812
-28.7%
0.09%
-31.2%
Q2 2022$857,000
-5.3%
24,980
+1.7%
0.12%
+8.7%
Q1 2022$905,000
+67.0%
24,571
+57.7%
0.12%
+76.9%
Q4 2021$542,000
+13.9%
15,579
+9.3%
0.06%
+6.6%
Q3 2021$476,000
+14.1%
14,258
+15.3%
0.06%
+8.9%
Q2 2021$417,00012,3620.06%
Other shareholders
ISHARES GOLD TR shareholders Q3 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