True North Advisors, 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
True North Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$491,225
-26.0%
14,039
-23.1%
0.15%
-19.7%
Q2 2023$664,081
-2.6%
18,2490.0%0.19%
-6.5%
Q1 2023$681,965
+59.3%
18,249
+34.2%
0.20%
+43.6%
Q3 2022$428,000
-8.2%
13,5990.0%0.14%
-3.4%
Q2 2022$466,000
-6.8%
13,5990.0%0.14%
+8.2%
Q1 2022$500,000
+5.7%
13,5990.0%0.13%
+67.5%
Q4 2021$473,000
+4.2%
13,5990.0%0.08%
-10.1%
Q3 2021$454,000
-0.9%
13,5990.0%0.09%
-6.3%
Q2 2021$458,000
-8.8%
13,599
-50.9%
0.10%
-26.4%
Q4 2020$502,00027,6990.13%
Other shareholders
ISHARES GOLD TR shareholders Q3 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