Brio Consultants, 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
Brio Consultants, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2022$2,842,000
-43.5%
86,283
-36.9%
0.64%
-39.9%
Q1 2022$5,033,000
+31.4%
136,663
+24.3%
1.07%
+19.2%
Q4 2021$3,829,000
+10.9%
109,984
+6.4%
0.90%
+7.4%
Q3 2021$3,453,000
+10.5%
103,357
+11.5%
0.84%
+5.0%
Q2 2021$3,124,00092,6790.80%
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