Hillcrest Wealth Advisors - NY, 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
Hillcrest Wealth Advisors - NY, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2022$300,068
-26.5%
8,675
-32.9%
0.18%
-30.9%
Q3 2022$408,000
+63.2%
12,925
+77.7%
0.26%
+70.4%
Q2 2022$250,000
-42.8%
7,275
-42.0%
0.15%
-35.3%
Q4 2021$437,000
-19.8%
12,550
-23.0%
0.24%
-27.2%
Q3 2021$545,000
+56.2%
16,300
+57.5%
0.32%
+53.1%
Q2 2021$349,00010,3500.21%
Other shareholders
ISHARES GOLD TR shareholders Q1 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