Leonard Rickey Investment Advisors P.L.L.C. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Leonard Rickey Investment Advisors P.L.L.C. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,759,013
-41.6%
78,851
-39.3%
0.90%
-49.2%
Q2 2023$4,723,548
-1.1%
129,803
+1.5%
1.78%
-4.5%
Q1 2023$4,777,101
+2144.9%
127,833
+1977.9%
1.86%
+1970.0%
Q4 2022$212,798
-0.6%
6,152
-1.5%
0.09%
-4.3%
Q2 2022$214,000
-6.6%
6,243
+0.3%
0.09%
+8.0%
Q1 2022$229,000
+12.3%
6,223
+5.2%
0.09%
-1.1%
Q2 2021$204,0005,9170.09%
Other shareholders
ISHARES GOLD TR shareholders Q3 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