Bogart Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$267,219
-3.8%
7,6370.0%0.02%
-5.6%
Q2 2023$277,910
-2.6%
7,637
-0.0%
0.02%
-5.3%
Q1 2023$285,469
+13.5%
7,639
+5.0%
0.02%
+5.6%
Q4 2022$251,573
+9.9%
7,2730.0%0.02%
-5.3%
Q3 2022$229,0007,273
+363550.0%
0.02%
Q2 2022$020.0%0.00%
Q1 2022$02
-77.8%
0.00%
Q4 2021$09
+350.0%
0.00%
Q3 2021$020.00%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
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