CLEAR INVESTMENT RESEARCH, LLC - 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
CLEAR INVESTMENT RESEARCH, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$72,429
-5.8%
2,070
-2.0%
0.13%
-2.3%
Q2 2023$76,892
+4.9%
2,113
+7.7%
0.13%
+0.8%
Q1 2023$73,320
+89314.6%
1,962
-16.8%
0.13%
-19.5%
Q4 2022$82
-99.8%
2,357
+85.0%
0.16%
+89.3%
Q3 2022$40,000
-85.6%
1,274
-84.2%
0.08%
-86.3%
Q2 2022$277,000
-14.2%
8,078
-8.0%
0.61%
-3.3%
Q1 2022$323,000
-29.0%
8,781
-32.9%
0.63%
-9.2%
Q4 2021$455,000
+5.6%
13,083
+1.5%
0.70%
-0.1%
Q3 2021$431,000
+6.7%
12,893
+7.6%
0.70%
+3.4%
Q2 2021$404,00011,9800.68%
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