Foundations Investment 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
Foundations Investment Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$14,283,312
+11.2%
408,211
+15.7%
0.44%
+3.5%
Q2 2023$12,839,075
+15.3%
352,819
+18.4%
0.42%
+6.8%
Q1 2023$11,134,503
+20.2%
297,953
+11.2%
0.40%
+7.9%
Q4 2022$9,265,415
+22.5%
267,864
+11.7%
0.37%
+11.8%
Q3 2022$7,561,000
+6.7%
239,805
+11.8%
0.33%
+11.5%
Q2 2022$7,087,000
+11.3%
214,423
+26.2%
0.30%
+20.3%
Q1 2022$6,367,000
+14.4%
169,914
+6.1%
0.25%
+17.7%
Q4 2021$5,564,000
+6.0%
160,105
+2.2%
0.21%
-8.7%
Q3 2021$5,247,000
+10.4%
156,628
+13.4%
0.23%
+0.4%
Q2 2021$4,754,000138,0630.23%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders