LEVEL FOUR ADVISORY SERVICES, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

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 Q3 2022
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