Geneos Wealth Management Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$96,852
+85.2%
2,768
+92.6%
0.01%
+66.7%
Q2 2023$52,292
-41.4%
1,437
-39.8%
0.00%
-40.0%
Q1 2023$89,277
+29.3%
2,389
+19.7%
0.01%
+25.0%
Q4 2022$69,042
+68.4%
1,996
+50.6%
0.00%
+33.3%
Q3 2022$41,000
-79.6%
1,325
-77.4%
0.00%
-70.0%
Q2 2022$201,000
+4.1%
5,874
+11.6%
0.01%
+25.0%
Q1 2022$193,0005,2640.01%
Other shareholders
ISHARES GOLD TR shareholders Q4 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