EverSource Wealth Advisors, 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
EverSource Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$15,286,116
+13.5%
436,871
+18.1%
1.62%
+9.2%
Q2 2023$13,464,628
+13.1%
370,009
+16.1%
1.48%
+0.1%
Q1 2023$11,910,230
+25.7%
318,711
+16.3%
1.48%
+3.3%
Q4 2022$9,478,283
+4711.3%
274,018
+4292.7%
1.44%
+3088.9%
Q3 2022$197,0000.0%6,238
+8.6%
0.04%
-11.8%
Q2 2022$197,000
-22.7%
5,742
-17.0%
0.05%
-21.5%
Q1 2022$255,000
+41.7%
6,918
+34.1%
0.06%
+30.0%
Q4 2021$180,0005,1600.05%
Other shareholders
ISHARES GOLD TR shareholders Q4 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