Apollon Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,139,037
-13.0%
118,292
-9.5%
0.21%
-9.2%
Q2 2023$4,757,265
-7.7%
130,730
-5.3%
0.23%
-27.5%
Q1 2023$5,156,499
+39.6%
137,985
+29.2%
0.32%
+20.6%
Q4 2022$3,693,693
+8.3%
106,785
-1.3%
0.26%
-6.8%
Q3 2022$3,411,000
+1.2%
108,182
+10.1%
0.28%0.0%
Q2 2022$3,372,000
-17.9%
98,285
-11.9%
0.28%
-3.8%
Q1 2022$4,109,000
+68.7%
111,567
+59.8%
0.29%
+60.4%
Q4 2021$2,436,000
+183.6%
69,810
+171.5%
0.18%
+54.2%
Q3 2021$859,000
+8.2%
25,714
+9.2%
0.12%
-16.9%
Q2 2021$794,00023,5570.14%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders