BFSG, 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
BFSG, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$10,702
-0.3%
305,861
+3.7%
1.74%
-4.8%
Q2 2023$10,732
+0.2%
294,925
+2.9%
1.82%
-7.7%
Q1 2023$10,713
+8.6%
286,683
+0.5%
1.98%
+0.1%
Q4 2022$9,868
-99.9%
285,271
-1.1%
1.98%
+2.2%
Q3 2022$9,095,000
-14.9%
288,468
-7.4%
1.93%
+0.3%
Q2 2022$10,684,000
-37.9%
311,404
-33.4%
1.93%
-29.3%
Q1 2022$17,218,000
+5.8%
467,509
-0.0%
2.73%
+20.5%
Q4 2021$16,281,000
+2.8%
467,713
-1.3%
2.26%
-6.4%
Q3 2021$15,835,000473,9742.42%
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