Holistic Financial Partners - 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
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 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