HHM Wealth Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$220,682
-3.8%
6,3070.0%0.04%0.0%
Q2 2023$229,512
-2.6%
6,3070.0%0.04%
-10.4%
Q1 2023$235,693
-27.3%
6,307
-38.7%
0.05%
-43.5%
Q3 2022$324,000
+23.2%
10,281
+34.1%
0.08%
+26.9%
Q2 2022$263,000
-29.7%
7,665
-24.6%
0.07%
-23.0%
Q1 2022$374,000
+2100.0%
10,163
+1932.6%
0.09%
+2075.0%
Q4 2021$17,0000.0%5000.0%0.00%
-20.0%
Q3 2021$17,0005000.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 2022
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