Tradewinds Capital Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Tradewinds Capital Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$21,029
-99.8%
601
-99.8%
0.01%
-99.8%
Q2 2023$9,326,503
+42633.1%
256,293
+43785.8%
2.90%
+41400.0%
Q1 2023$21,825
+7.7%
584
-0.3%
0.01%
-22.2%
Q4 2022$20,270
+6.7%
586
-0.2%
0.01%
+12.5%
Q3 2022$19,000
-99.9%
587
-99.9%
0.01%
-99.9%
Q2 2022$27,555,000
+459150.0%
803,128
+492616.6%
10.30%
+1029400.0%
Q1 2022$6,0000.0%1630.0%0.00%0.0%
Q4 2021$6,000
-76.0%
163
-78.5%
0.00%
-75.0%
Q3 2021$25,000
-57.6%
758
-56.7%
0.00%
-63.6%
Q2 2021$59,0001,7510.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 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