Kingsview Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$7,177,954
-33.7%
205,143
-31.0%
0.26%
-39.2%
Q2 2023$10,821,076
-4.2%
297,364
-1.6%
0.42%
-10.5%
Q1 2023$11,296,279
+218.5%
302,282
+194.8%
0.47%
+207.8%
Q4 2022$3,546,582
+8.3%
102,532
-1.3%
0.15%
-0.6%
Q3 2022$3,275,000
-22.9%
103,884
-16.0%
0.16%
-23.6%
Q2 2022$4,245,000
+16.5%
123,726
+18.1%
0.20%
+33.6%
Q4 2021$3,645,000
-8.2%
104,724
-11.9%
0.15%
-19.1%
Q3 2021$3,969,000
-18.5%
118,803
-17.5%
0.19%
-21.7%
Q2 2021$4,868,000143,9820.24%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
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