Pinnacle Wealth Planning Services, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Pinnacle Wealth Planning Services, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q1 2023$294,887
-22.0%
7,891
-27.8%
0.05%
-26.9%
Q4 2022$378,138
+9.6%
10,9320.0%0.07%
+4.7%
Q3 2022$345,000
+27.3%
10,932
+38.5%
0.06%
+30.6%
Q2 2022$271,000
-6.9%
7,8910.0%0.05%
-7.5%
Q1 2022$291,000
+5.8%
7,8910.0%0.05%
-1.9%
Q4 2021$275,000
+4.2%
7,8910.0%0.05%
-6.9%
Q3 2021$264,000
-0.8%
7,8910.0%0.06%
-6.5%
Q2 2021$266,0007,8910.06%
Other shareholders
ISHARES GOLD TR shareholders Q4 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