Gladstone Institutional Advisory LLC - 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
Gladstone Institutional Advisory LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$310,606
-4.9%
8,877
-1.1%
0.02%0.0%
Q2 2023$326,673
-4.7%
8,977
-2.1%
0.02%
-9.1%
Q1 2023$342,720
-0.3%
9,171
-7.7%
0.02%
-8.3%
Q4 2022$343,790
+98690.2%
9,939
-9.8%
0.02%
-11.1%
Q3 2022$348
-21.3%
11,022
-14.5%
0.03%
-22.9%
Q2 2022$442
+5.5%
12,890
+13.2%
0.04%
+25.0%
Q1 2022$419
-6.5%
11,382
-11.5%
0.03%
-20.0%
Q4 2021$448
-16.7%
12,867
-20.0%
0.04%
-34.0%
Q3 2021$538
-2.4%
16,092
-1.5%
0.05%
-18.5%
Q2 2021$55116,3330.06%
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