Capital Asset Advisory Services LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$34,361,698
-4.9%
968,481
-0.7%
2.35%
-6.6%
Q2 2023$36,117,926
-23.7%
975,633
-23.0%
2.52%
-28.4%
Q1 2023$47,335,209
+3.5%
1,266,663
-3.5%
3.52%
-3.6%
Q4 2022$45,753,267
+9.8%
1,312,385
-0.7%
3.65%
-32.7%
Q3 2022$41,677,000
-3.3%
1,321,812
+5.2%
5.42%
+14.2%
Q2 2022$43,100,000
-7.2%
1,256,187
-0.4%
4.75%
-3.9%
Q1 2022$46,452,000
+8.6%
1,261,267
+2.7%
4.94%
+8.9%
Q4 2021$42,768,000
+6.9%
1,228,624
+2.6%
4.54%
+1.9%
Q3 2021$39,990,000
-1.2%
1,196,937
-0.3%
4.45%
+0.2%
Q2 2021$40,489,0001,201,0924.44%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
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