Wealth Quarterback LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealth Quarterback LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$797,862
-14.7%
22,803
-11.2%
0.69%
+6.5%
Q2 2023$934,880
-39.5%
25,691
-37.9%
0.65%
-50.6%
Q1 2023$1,545,922
-72.1%
41,368
-74.2%
1.31%
-71.4%
Q4 2022$5,536,925
+12.0%
160,073
+2.1%
4.59%
-12.7%
Q3 2022$4,943,000
-9.8%
156,775
-1.9%
5.26%
+23.0%
Q2 2022$5,482,000
+316.9%
159,773
+306.1%
4.27%
+389.0%
Q3 2021$1,315,000
-5.3%
39,345
-4.4%
0.87%
+3.6%
Q2 2021$1,388,000
-76.1%
41,150
-73.9%
0.84%
-74.1%
Q1 1987$5,813,000157,8293.25%
Other shareholders
ISHARES GOLD TR shareholders Q4 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