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 ↓
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