Sunbelt Securities, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$13,764,506
-14.1%
393,384
-10.7%
1.90%
-17.3%
Q2 2023$16,021,826
+27.0%
440,281
+31.1%
2.30%
+13.6%
Q1 2023$12,619,012
+16.3%
335,880
+7.1%
2.03%
-4.3%
Q4 2022$10,850,814
-7.2%
313,698
-15.4%
2.12%
-14.2%
Q3 2022$11,687,000
-11.9%
370,665
-4.2%
2.47%
-12.0%
Q2 2022$13,271,000
+6.4%
386,794
+14.0%
2.81%
+22.9%
Q1 2022$12,475,000
+6.9%
339,377
+1.0%
2.28%
+20.5%
Q4 2021$11,668,000
+8.5%
335,977
+7.7%
1.90%
-2.0%
Q3 2021$10,755,0000.0%311,9190.0%1.93%
-0.2%
Q2 2021$10,755,000311,9191.94%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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