Marks Group Wealth Management, Inc - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Marks Group Wealth Management, Inc ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,567,103
-12.9%
73,367
-9.4%
0.32%
-9.1%
Q2 2023$2,945,943
-4.8%
80,955
-2.2%
0.35%
-11.4%
Q1 2023$3,093,218
+0.9%
82,773
-6.6%
0.40%
-5.5%
Q4 2022$3,065,011
-87.0%
88,610
-88.1%
0.42%
-88.3%
Q3 2022$23,494,000
-7.9%
745,123
+0.2%
3.58%
-2.8%
Q2 2022$25,506,000
-8.7%
743,395
-1.9%
3.68%
+4.8%
Q1 2022$27,923,000
+13.9%
758,158
+7.7%
3.51%
+17.5%
Q4 2021$24,507,000
+5.7%
704,025
+1.5%
2.99%
-4.8%
Q3 2021$23,178,000
+4.7%
693,634
+5.7%
3.14%
+3.2%
Q2 2021$22,134,000656,4193.04%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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