Wealthstar Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealthstar Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,550,598
-17.5%
72,894
-14.2%
0.98%
-24.6%
Q2 2023$3,091,656
-3.4%
84,958
-0.8%
1.30%
+6.9%
Q1 2023$3,202,047
+7.6%
85,685
-1.1%
1.22%
-10.3%
Q4 2022$2,977,089
+7.9%
86,648
-1.2%
1.36%
+3.1%
Q3 2022$2,760,000
-27.5%
87,715
-20.9%
1.31%
-10.5%
Q2 2022$3,808,000
+1.6%
110,880
+8.9%
1.47%
+5.7%
Q1 2022$3,748,000101,8311.39%
Other shareholders
ISHARES GOLD TR shareholders Q1 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