TrinityPoint Wealth, 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
TrinityPoint Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,480,322
-10.1%
42,307
-6.5%
0.30%
-8.1%
Q2 2023$1,647,230
+0.9%
45,266
+3.6%
0.32%
-8.3%
Q1 2023$1,633,181
+8.4%
43,703
+0.3%
0.35%
+2.0%
Q4 2022$1,506,740
-56.1%
43,560
-60.0%
0.34%
-56.3%
Q3 2022$3,435,000
-14.7%
108,933
-7.2%
0.78%
-11.8%
Q2 2022$4,026,000
-6.9%
117,354
-0.1%
0.89%
+13.7%
Q1 2022$4,325,000
+1.7%
117,426
-3.9%
0.78%
+3.7%
Q4 2021$4,254,000
-20.4%
122,198
-23.6%
0.76%
-26.1%
Q3 2021$5,341,000
-2.0%
159,877
-1.1%
1.02%
-8.3%
Q2 2021$5,452,000161,7271.12%
Other shareholders
ISHARES GOLD TR shareholders Q3 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