CreativeOne Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$737
-77.8%
21,049
-77.7%
0.05%
-36.1%
Q2 2023$3,315
+198.4%
94,286
+217.2%
0.08%
+50.9%
Q1 2023$1,111
+59.9%
29,722
+47.9%
0.06%
+44.7%
Q4 2022$695
-99.9%
20,095
-16.5%
0.04%
-17.4%
Q3 2022$759,000
-69.2%
24,059
-66.5%
0.05%
-65.7%
Q2 2022$2,466,000
-8.6%
71,857
-1.9%
0.13%
-4.3%
Q1 2022$2,697,000
+7.7%
73,230
+1.8%
0.14%
+12.9%
Q4 2021$2,505,000
-9.7%
71,960
-13.3%
0.12%
-23.9%
Q3 2021$2,774,000
+4.2%
83,026
+5.1%
0.16%
-0.6%
Q2 2021$2,663,00078,9940.16%
Other shareholders
ISHARES GOLD TR shareholders Q1 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