IFP Advisors, 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
IFP Advisors, Inc ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,903,911
-57.7%
82,992
-56.3%
0.13%
-13.2%
Q2 2023$6,864,511
+189.0%
189,968
+187.0%
0.15%
+46.6%
Q1 2023$2,375,055
+35253.6%
66,194
-64.2%
0.10%
-42.5%
Q4 2022$6,718
-99.9%
184,739
-26.2%
0.18%
-24.5%
Q3 2022$9,082,000
-31.6%
250,448
-32.1%
0.24%
-43.3%
Q2 2022$13,283,000
-40.9%
368,662
-40.9%
0.42%
+49.3%
Q1 2022$22,480,000
+537.2%
623,685
+519.6%
0.28%
+305.8%
Q4 2021$3,528,000
+8.8%
100,654
+4.0%
0.07%
+6.2%
Q3 2021$3,244,000
-17.6%
96,745
-17.2%
0.06%
-20.7%
Q2 2021$3,938,000116,8010.08%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders