Capital Investment Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2023$581,196
+17.0%
14,891
+4.9%
0.02%
+7.1%
Q3 2023$496,575
+3.5%
14,192
+7.7%
0.01%
-6.7%
Q2 2023$479,726
+26.9%
13,183
+30.3%
0.02%
+36.4%
Q1 2023$378,106
+117324.2%
10,118
+8.8%
0.01%
+10.0%
Q4 2022$322
-99.9%
9,300
-19.8%
0.01%
-23.1%
Q3 2022$365,000
-6.9%
11,591
+1.4%
0.01%0.0%
Q2 2022$392,000
+27.7%
11,430
+37.3%
0.01%
+44.4%
Q1 2022$307,000
+11.2%
8,325
+5.0%
0.01%
+12.5%
Q4 2021$276,000
+9.5%
7,932
+5.4%
0.01%0.0%
Q3 2021$252,000
+5.0%
7,529
+6.0%
0.01%0.0%
Q2 2021$240,0007,1050.01%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders