Resonant Capital Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Resonant Capital Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$12,296,116
-2.3%
351,418
+1.7%
1.31%
-4.1%
Q2 2023$12,579,222
+1.9%
345,678
+4.7%
1.37%
-2.4%
Q1 2023$12,339,312
+14.0%
330,193
+5.5%
1.40%
+3.8%
Q4 2022$10,822,312
+11.6%
312,874
+1.7%
1.35%
-8.4%
Q3 2022$9,697,000
-28.9%
307,557
-22.6%
1.47%
-30.8%
Q2 2022$13,636,000
-11.3%
397,431
-5.5%
2.13%
-6.5%
Q1 2022$15,373,000
+10.0%
420,723
+4.8%
2.28%
+8.4%
Q4 2021$13,977,000
+19.9%
401,513
+15.1%
2.10%
+3.7%
Q3 2021$11,655,000348,8552.03%
Other shareholders
ISHARES GOLD TR shareholders Q3 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