GREAT VALLEY ADVISOR GROUP, INC. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$17,537,114
+11.8%
501,203
+16.2%
0.73%
+10.5%
Q2 2023$15,692,899
+6.5%
431,244
+9.4%
0.66%
-4.2%
Q1 2023$14,731,899
+373.9%
394,220
+338.6%
0.69%
+332.1%
Q4 2022$3,108,939
+53.0%
89,881
+39.5%
0.16%
+39.5%
Q3 2022$2,032,000
-5.4%
64,442
+2.9%
0.11%
-3.4%
Q2 2022$2,149,000
+4.4%
62,646
+6.0%
0.12%
-7.1%
Q4 2021$2,058,000
-5.9%
59,125
-9.7%
0.13%
-15.9%
Q3 2021$2,187,000
+14.4%
65,461
+15.4%
0.15%
+7.1%
Q2 2021$1,912,00056,7140.14%
Other shareholders
ISHARES GOLD TR shareholders Q2 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