Summit Place Financial Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 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 Q1 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