Insight Wealth Partners, 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
Insight Wealth Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,210,816
-4.8%
148,923
-1.0%
1.01%
-20.6%
Q2 2023$5,472,728
-13.9%
150,391
-11.6%
1.27%
-11.0%
Q1 2023$6,354,993
+7.2%
170,056
-0.8%
1.43%
-67.8%
Q4 2022$5,928,103
+9.8%
171,382
+0.0%
4.43%
-13.0%
Q3 2022$5,401,000
-13.6%
171,312
-6.0%
5.10%
+8.4%
Q2 2022$6,252,000
-6.2%
182,223
+0.7%
4.70%
+27.0%
Q1 2022$6,662,000
+6.5%
180,886
+0.7%
3.70%
+216.5%
Q4 2021$6,254,000
+5.4%
179,672
+1.2%
1.17%
-63.2%
Q3 2021$5,932,000
-10.1%
177,559
-9.3%
3.18%
-9.5%
Q2 2021$6,600,000195,8013.51%
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