TRUE Private Wealth Advisors - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
TRUE Private Wealth Advisors ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,379,557
-4.6%
39,427
-0.8%
0.19%
-10.3%
Q2 2023$1,445,745
+11.9%
39,729
+14.9%
0.21%
+12.0%
Q1 2023$1,291,871
-4.3%
34,570
-11.5%
0.19%
-8.2%
Q4 2022$1,350,437
-23.9%
39,041
-30.7%
0.21%
-22.7%
Q3 2022$1,775,000
-95.6%
56,311
-95.2%
0.27%
-95.4%
Q2 2022$40,055,000
-1.0%
1,167,469
+3.4%
5.83%
+2.4%
Q1 2022$40,446,000
+152.2%
1,129,146
+145.1%
5.69%
+149.4%
Q4 2021$16,036,000
-7.5%
460,676
-11.2%
2.28%
-9.6%
Q3 2021$17,339,000
+5.6%
518,985
+6.6%
2.52%
+3.5%
Q2 2021$16,413,000486,9112.44%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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