Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors - 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
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$340,663
+29.5%
9,736
+34.6%
0.08%
+28.1%
Q2 2023$263,136
-4.1%
7,231
-1.0%
0.06%
-11.1%
Q1 2023$274,411
+7.7%
7,304
-0.9%
0.07%
+7.5%
Q4 2022$254,825
-81.0%
7,367
-82.7%
0.07%
-83.2%
Q3 2022$1,339,000
-27.4%
42,482
-22.9%
0.40%
-15.3%
Q2 2022$1,844,000
-26.8%
55,113
-19.5%
0.47%
-22.1%
Q1 2022$2,520,000
+28.7%
68,423
+21.7%
0.60%
+7.9%
Q4 2021$1,958,000
+14.2%
56,245
+9.6%
0.56%
-0.4%
Q3 2021$1,715,000
+2.8%
51,339
+3.7%
0.56%
+0.7%
Q2 2021$1,669,00049,5180.56%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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