Relative Value Partners Group, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
Relative Value Partners Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,901,966
-3.8%
82,9370.0%0.20%0.0%
Q2 2023$3,018,077
-51.4%
82,937
-50.1%
0.20%
-8.0%
Q1 2023$6,211,940
+116.6%
166,228
+100.5%
0.21%
+5.0%
Q4 2022$2,867,926
+10.9%
82,912
+1.1%
0.20%
-4.7%
Q3 2022$2,586,000
+9.5%
82,012
+17.0%
0.21%
+19.8%
Q2 2022$2,361,000
-5.5%
70,097
+3.4%
0.18%
+2.3%
Q1 2022$2,498,000
+27.7%
67,822
+20.7%
0.17%
+24.5%
Q4 2021$1,956,000
+7.2%
56,197
+2.9%
0.14%
+1.5%
Q3 2021$1,824,000
+3.5%
54,597
+4.4%
0.14%0.0%
Q2 2021$1,763,00052,2970.14%
Other shareholders
ISHARES GOLD TR shareholders Q3 2022
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