Altman Advisors, Inc. - 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
Altman Advisors, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,723,592
+52.7%
77,839
+2.4%
1.70%
+4.1%
Q1 2023$1,784,024
-35.8%
75,991
-2.6%
1.63%
-4.7%
Q4 2022$2,777,622
+7.6%
78,001
-4.7%
1.71%
+5.2%
Q3 2022$2,582,000
-11.0%
81,887
-5.7%
1.63%
-1.5%
Q2 2022$2,902,000
+13.8%
86,841
+25.4%
1.65%
+25.6%
Q1 2022$2,550,000
+7.4%
69,238
+1.6%
1.32%
-9.1%
Q4 2021$2,375,000
+12.8%
68,172
+9.9%
1.45%
+24.4%
Q3 2021$2,105,00062,0541.16%
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