Capital Planning Advisors, 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 Planning Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$396,962
-2.6%
11,345
+1.3%
0.08%0.0%
Q2 2023$407,386
-2.6%
11,1950.0%0.08%
-6.7%
Q1 2023$418,357
+4.8%
11,195
-3.0%
0.09%
-6.3%
Q4 2022$399,030
+8.1%
11,536
-1.5%
0.10%
-4.0%
Q3 2022$369,000
-17.3%
11,707
-10.0%
0.10%
-16.1%
Q2 2022$446,000
-6.9%
13,0070.0%0.12%
+15.7%
Q1 2022$479,000
+8.4%
13,007
+2.4%
0.10%
+21.4%
Q4 2021$442,000
+4.0%
12,7070.0%0.08%
-4.5%
Q3 2021$425,000
-0.9%
12,707
-0.2%
0.09%0.0%
Q2 2021$429,00012,7350.09%
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