Towerpoint Wealth, LLC - 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
Towerpoint Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,011,680
-0.5%
57,493
+3.5%
1.19%
+4.8%
Q2 2023$2,022,338
-3.0%
55,574
-0.4%
1.14%
-4.6%
Q1 2023$2,085,732
+7.1%
55,813
-0.9%
1.19%
+6.2%
Q4 2022$1,947,936
+12.8%
56,315
+2.8%
1.12%
+8.0%
Q3 2022$1,727,000
-5.3%
54,776
+3.0%
1.04%
-4.5%
Q2 2022$1,824,000
-18.6%
53,159
-12.7%
1.09%
-2.1%
Q1 2022$2,242,000
+2.5%
60,874
-3.1%
1.11%
+7.5%
Q4 2021$2,187,000
+6.4%
62,817
+2.1%
1.04%
+1.1%
Q3 2021$2,056,000
+3.5%
61,536
+4.4%
1.02%
+3.7%
Q2 2021$1,986,00058,9180.99%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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