ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$970,973
-3.8%
27,7500.0%0.63%
+8.2%
Q2 2023$1,009,823
-2.6%
27,7500.0%0.58%
-2.0%
Q1 2023$1,037,018
+8.0%
27,7500.0%0.59%
-1.7%
Q4 2022$959,873
+9.7%
27,7500.0%0.60%
+11.6%
Q3 2022$875,000
-8.1%
27,7500.0%0.54%
+2.3%
Q2 2022$952,000
-7.2%
27,750
-0.4%
0.53%
+23.3%
Q1 2022$1,026,000
+6.3%
27,850
+0.4%
0.43%
+22.2%
Q4 2021$965,000
-99.9%
27,7500.0%0.35%
-26.1%
Q3 2021$927,128,000
+99058.1%
27,7500.0%0.48%
-43.5%
Q2 2021$935,00027,7500.84%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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