Well Done, LLC - 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
Well Done, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,894,031
+0.3%
168,449
+4.3%
1.31%
+4.5%
Q2 2023$5,878,222
-1.2%
161,534
+1.4%
1.25%
-2.9%
Q1 2023$5,950,500
+328.8%
159,232
+296.9%
1.29%
+331.9%
Q4 2022$1,387,700
+19.9%
40,119
+9.3%
0.30%
+5.3%
Q3 2022$1,157,000
-36.5%
36,704
-30.8%
0.28%
-29.4%
Q2 2022$1,821,000
-4.4%
53,068
+2.7%
0.40%
+5.2%
Q1 2022$1,904,000
+26.3%
51,686
+19.4%
0.38%
+24.9%
Q4 2021$1,507,000
+1.1%
43,300
-2.9%
0.30%
-8.1%
Q3 2021$1,491,000
-1.5%
44,615
-0.6%
0.33%
-0.3%
Q2 2021$1,513,00044,8910.33%
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