Holistic Financial Partners - 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
Holistic Financial Partners ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,154,216
-4.2%
32,987
-0.4%
0.77%
-8.5%
Q2 2023$1,205,201
-2.6%
33,1190.0%0.84%
-13.6%
Q1 2023$1,237,658
+8.0%
33,1190.0%0.97%
-5.6%
Q4 2022$1,145,586
+9.7%
33,1190.0%1.03%
-0.7%
Q3 2022$1,044,000
-8.1%
33,1190.0%1.03%
-3.6%
Q2 2022$1,136,000
-6.9%
33,1190.0%1.07%
+38.3%
Q1 2022$1,220,000
+5.8%
33,1190.0%0.78%
+16.0%
Q4 2021$1,153,000
+4.2%
33,1190.0%0.67%
-2.1%
Q3 2021$1,107,000
-0.8%
33,1190.0%0.68%
+2.4%
Q2 2021$1,116,00033,1190.67%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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