Crewe Advisors LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Crewe Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$83,032
-3.8%
2,3730.0%0.01%
+16.7%
Q2 2023$86,354
-20.9%
2,373
-18.7%
0.01%
-25.0%
Q1 2023$109,121
+145.3%
2,920
+127.1%
0.02%
+128.6%
Q4 2022$44,483
+304.4%
1,286
+278.2%
0.01%
+250.0%
Q3 2022$11,000
+1000.0%
340
+871.4%
0.00%
Q2 2022$1,0000.0%350.0%0.00%
Q1 2022$1,000350.00%
Other shareholders
ISHARES GOLD TR shareholders Q3 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