Summit Place Financial Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Summit Place Financial Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,411,336
-3.8%
68,915
+0.0%
1.72%
+5.7%
Q2 2023$2,507,453
-2.0%
68,905
+0.6%
1.62%
-10.6%
Q1 2023$2,559,658
-3.6%
68,495
-10.7%
1.82%
-16.9%
Q4 2022$2,654,333
+7.2%
76,737
-2.3%
2.19%
-5.0%
Q3 2022$2,477,000
-7.7%
78,565
+0.4%
2.30%
+2.2%
Q2 2022$2,684,000
-9.0%
78,215
-2.4%
2.25%
+13.7%
Q1 2022$2,951,00080,1151.98%
Other shareholders
ISHARES GOLD TR shareholders Q4 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