LEVEL FOUR ADVISORY SERVICES, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$409,278
-0.5%
11,697
+3.4%
0.03%
+4.0%
Q2 2023$411,535
+81.8%
11,309
+86.7%
0.02%
+66.7%
Q1 2023$226,387
+8.5%
6,058
+0.4%
0.02%0.0%
Q4 2022$208,612
-3.0%
6,031
-11.6%
0.02%
-28.6%
Q3 2022$215,000
-7.3%
6,820
+0.7%
0.02%
-4.5%
Q2 2022$232,000
-2.9%
6,773
+4.4%
0.02%
+15.8%
Q1 2022$239,000
+5.8%
6,4890.0%0.02%
+11.8%
Q4 2021$226,0006,4890.02%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders