StrategIQ Financial Group, 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
StrategIQ Financial Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,892,776
-3.8%
139,8340.0%0.57%
-2.6%
Q2 2023$5,088,543
-2.6%
139,834
+0.0%
0.58%
-3.6%
Q1 2023$5,224,459
+6.7%
139,804
-1.2%
0.60%
+6.3%
Q4 2022$4,896,337
+9.7%
141,5540.0%0.57%0.0%
Q3 2022$4,463,000
-19.2%
141,554
-12.1%
0.57%
-15.2%
Q2 2022$5,523,000
-6.8%
160,9880.0%0.67%
+3.9%
Q1 2022$5,929,000
+5.7%
160,988
-0.1%
0.64%
+14.6%
Q4 2021$5,607,000161,0810.56%
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