EPG Wealth Management LLC - 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
EPG Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$385,030
-3.8%
11,0040.0%0.12%
-1.7%
Q2 2023$400,436
-2.6%
11,0040.0%0.12%
-9.2%
Q1 2023$411,219
+8.0%
11,0040.0%0.13%
-10.3%
Q4 2022$380,628
+9.7%
11,0040.0%0.14%
+1.4%
Q3 2022$347,000
-8.2%
11,0040.0%0.14%
-11.2%
Q2 2022$378,000
-6.7%
11,0040.0%0.16%
+15.0%
Q1 2022$405,00011,0040.14%
Other shareholders
ISHARES GOLD TR shareholders Q1 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