TRANSCEND CAPITAL ADVISORS, 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
TRANSCEND CAPITAL ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$304,413
-3.8%
8,7000.0%0.03%0.0%
Q2 2023$316,593
-2.6%
8,7000.0%0.03%
-11.8%
Q1 2023$325,119
+8.0%
8,7000.0%0.03%
+3.0%
Q4 2022$300,933
+4.5%
8,700
-4.8%
0.03%
+3.1%
Q3 2022$288,000
-21.1%
9,134
-14.1%
0.03%
-15.8%
Q2 2022$365,000
-6.9%
10,6340.0%0.04%
+8.6%
Q1 2022$392,000
+9.8%
10,634
+3.8%
0.04%
+9.4%
Q4 2021$357,000
-21.0%
10,246
-22.6%
0.03%
-22.0%
Q3 2021$452,000
-62.0%
13,246
-62.5%
0.04%
-76.0%
Q2 2021$1,189,00035,2770.17%
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