Bristlecone Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Bristlecone Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,158,659
-2.7%
33,114
+1.2%
0.13%
+8.3%
Q2 2023$1,191,191
-6.1%
32,734
-3.6%
0.12%
-13.7%
Q1 2023$1,269,198
+3.4%
33,963
-4.3%
0.14%
-7.9%
Q4 2022$1,227,910
+23.2%
35,499
+12.2%
0.15%
+16.2%
Q3 2022$997,000
-14.9%
31,634
-7.3%
0.13%
-10.3%
Q2 2022$1,171,000
-12.0%
34,142
-5.5%
0.14%
-11.0%
Q1 2022$1,331,000
+4.1%
36,145
-1.6%
0.16%
+5.8%
Q4 2021$1,279,000
-3.4%
36,733
-7.3%
0.15%
-11.0%
Q3 2021$1,324,000
-1.2%
39,622
-0.3%
0.17%
-4.4%
Q2 2021$1,340,00039,7550.18%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
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