Fort Point Capital Partners LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$628,071
-41.8%
17,950
-39.5%
0.10%
-36.8%
Q2 2023$1,079,546
-3.5%
29,666
-0.9%
0.15%
-10.6%
Q1 2023$1,118,223
+14.9%
29,923
+6.3%
0.17%
+11.8%
Q4 2022$973,501
+13.1%
28,144
+3.1%
0.15%
+5.6%
Q3 2022$861,000
-18.7%
27,301
-11.6%
0.14%
-16.8%
Q2 2022$1,059,000
-9.6%
30,872
-3.0%
0.17%
+6.1%
Q1 2022$1,172,000
-77.5%
31,817
-78.7%
0.16%
-76.6%
Q4 2021$5,198,000
+378.6%
149,338
+359.5%
0.70%
+328.2%
Q3 2021$1,086,000
-0.9%
32,501
-0.0%
0.16%
-18.9%
Q2 2021$1,096,00032,5060.20%
Other shareholders
ISHARES GOLD TR shareholders Q2 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