Modera Wealth Management, LLC - 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
Modera Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,305,316
+2.3%
65,885
+6.4%
0.04%
+4.9%
Q2 2023$2,253,270
+64.4%
61,920
+68.9%
0.04%
-22.6%
Q1 2023$1,370,358
+5.7%
36,670
-2.1%
0.05%0.0%
Q4 2022$1,295,914
+9.1%
37,465
-0.6%
0.05%
-11.7%
Q3 2022$1,188,000
-3.3%
37,685
+5.2%
0.06%
+1.7%
Q2 2022$1,229,000
-4.4%
35,810
+2.6%
0.06%
+3.5%
Q1 2022$1,285,000
+28.2%
34,889
+21.2%
0.06%
+50.0%
Q4 2021$1,002,000
+4.9%
28,798
+0.7%
0.04%
-22.4%
Q3 2021$955,000
-0.2%
28,592
+0.7%
0.05%
-5.8%
Q2 2021$957,00028,4010.05%
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