Dynamic Advisor Solutions LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$972,232
-8.1%
27,786
-4.4%
0.05%
-16.4%
Q2 2023$1,057,894
-53.1%
29,071
-51.9%
0.06%
-58.3%
Q1 2023$2,257,073
+178.9%
60,398
+158.1%
0.13%
+140.0%
Q4 2022$809,371
+10.6%
23,399
+0.8%
0.06%
-1.8%
Q3 2022$732,000
-23.3%
23,221
-16.5%
0.06%
-23.3%
Q2 2022$954,000
-10.1%
27,798
-8.8%
0.07%
-3.9%
Q4 2021$1,061,000
-79.5%
30,487
-80.3%
0.08%
-80.5%
Q3 2021$5,173,000
-18.8%
154,821
-18.1%
0.39%
-23.0%
Q2 2021$6,374,000189,0750.50%
Other shareholders
ISHARES GOLD TR shareholders Q4 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