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

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - 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 Q4 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