Capital Analysts, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$221
-10.5%
6,294
-7.0%
0.01%
-14.3%
Q2 2023$247
-2.4%
6,7690.0%0.01%0.0%
Q1 2023$253
-0.8%
6,769
-8.3%
0.01%
-12.5%
Q4 2022$255
-99.9%
7,383
+19.5%
0.02%
+23.1%
Q3 2022$194,000
-97.9%
6,177
-97.7%
0.01%
-98.0%
Q2 2022$9,378,000
-5.0%
273,325
+2.0%
0.65%
+4.3%
Q1 2022$9,871,000
+5476.8%
268,011
+5176.8%
0.62%
+5581.8%
Q4 2021$177,000
+9.9%
5,079
+5.3%
0.01%0.0%
Q3 2021$161,000
-0.6%
4,8240.0%0.01%0.0%
Q2 2021$162,0004,8240.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 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