Realta Investment Advisors - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$520,450
+1.1%
14,302
+1.1%
0.12%
+6.2%
Q2 2023$514,991
+21.3%
14,152
+24.6%
0.11%
+9.7%
Q1 2023$424,561
+11.7%
11,361
+3.4%
0.10%
+10.8%
Q4 2022$379,937
+11.1%
10,984
+1.3%
0.09%
+3.3%
Q3 2022$342,000
-7.8%
10,848
+0.4%
0.09%
-1.1%
Q2 2022$371,000
+60.6%
10,805
+62.8%
0.09%
+78.4%
Q4 2021$231,000
-7.2%
6,638
-11.0%
0.05%
-13.6%
Q3 2021$249,000
-4.2%
7,458
-3.4%
0.06%
-4.8%
Q2 2021$260,0007,7230.06%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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