Baystate Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$195,623
-5.8%
5,590
-2.1%
0.02%
-5.9%
Q2 2023$207,744
+13.3%
5,708
+16.3%
0.02%
+6.2%
Q1 2023$183,337
+106491.3%
4,906
-1.2%
0.02%0.0%
Q4 2022$172
-99.9%
4,967
-4.1%
0.02%
-5.9%
Q3 2022$163,000
-4.7%
5,182
+4.0%
0.02%0.0%
Q2 2022$171,000
+37.9%
4,981
+48.0%
0.02%
+54.5%
Q1 2022$124,000
+7.8%
3,366
+2.3%
0.01%
+10.0%
Q4 2021$115,000
+9.5%
3,291
+4.7%
0.01%0.0%
Q3 2021$105,000
-12.5%
3,144
-11.9%
0.01%
-16.7%
Q2 2021$120,0003,5690.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 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