Sugarloaf Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$87,475
-50.5%
2,500
-48.5%
0.02%
-46.3%
Q2 2023$176,783
-2.6%
4,8580.0%0.04%
-8.9%
Q1 2023$181,543
+8.0%
4,8580.0%0.04%
+7.1%
Q4 2022$168,038
-18.0%
4,858
-25.3%
0.04%
-19.2%
Q3 2022$205,000
+25.8%
6,500
+37.0%
0.05%
+26.8%
Q2 2022$163,000
-8.9%
4,743
-2.4%
0.04%
-2.4%
Q1 2022$179,000
+2.9%
4,862
-2.8%
0.04%
+2.4%
Q4 2021$174,000
+4.2%
5,0000.0%0.04%
-6.8%
Q3 2021$167,0005,0000.04%
Other shareholders
ISHARES GOLD TR shareholders Q4 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