Warren Street Wealth Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Warren Street Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$207,596
-4.2%
5,933
-0.4%
0.14%
-4.2%
Q2 2023$216,666
-1.4%
5,954
+1.3%
0.14%
-8.3%
Q1 2023$219,661
+7.6%
5,878
-0.4%
0.16%
-4.9%
Q4 2022$204,116
-5.9%
5,901
-6.9%
0.16%
-21.9%
Q2 2022$217,000
-10.3%
6,337
-3.6%
0.21%
-0.5%
Q1 2022$242,000
-0.8%
6,573
-6.1%
0.21%
-6.6%
Q4 2021$244,0006,9980.23%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
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