DCF Advisers, 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
DCF Advisers, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,499,000
-3.8%
100,0000.0%1.91%
-0.8%
Q2 2023$3,639,000
-2.6%
100,0000.0%1.92%
-16.0%
Q1 2023$3,737,000
+8.0%
100,0000.0%2.29%
-2.1%
Q4 2022$3,459,000
+9.7%
100,0000.0%2.34%
+14.8%
Q3 2022$3,153,000
-8.1%
100,0000.0%2.04%
-0.3%
Q2 2022$3,431,000
-6.8%
100,0000.0%2.04%
+26.7%
Q1 2022$3,683,000
+5.8%
100,0000.0%1.61%
+14.2%
Q4 2021$3,481,000
+4.2%
100,0000.0%1.41%
-4.3%
Q3 2021$3,341,000
-0.9%
100,0000.0%1.48%
+23.5%
Q2 2021$3,371,000100,0001.19%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders