Proficio Capital Partners 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
Proficio Capital Partners LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$72,007,598
-9.0%
2,057,948
-5.3%
9.60%
-10.8%
Q2 2023$79,103,804
-11.7%
2,173,779
-9.4%
10.76%
-24.3%
Q1 2023$89,627,125
+24.9%
2,398,371
+9.8%
14.22%
+4.7%
Q4 2022$71,735,591
-7.1%
2,183,695
-10.4%
13.58%
-4.5%
Q3 2022$77,191,000
-12.3%
2,437,712
-52.8%
14.22%
-13.6%
Q2 2022$88,019,000
-2.4%
5,167,570
+111.0%
16.46%
+22.2%
Q1 2022$90,205,000
+22.2%
2,449,233
+15.5%
13.47%
+31.2%
Q4 2021$73,830,000
-2.5%
2,120,952
-6.4%
10.27%
+3.2%
Q3 2021$75,686,000
-27.0%
2,265,370
-26.3%
9.96%
+27.9%
Q2 2021$103,643,0003,075,7637.78%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders