Insight Wealth Partners, 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
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 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