CAROLINAS WEALTH CONSULTING 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
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$112,770
+3.3%
3,0000.0%0.03%
+27.3%
Q2 2023$109,170
-2.6%
3,0000.0%0.02%
-8.3%
Q1 2023$112,110
+8.0%
3,0000.0%0.02%
+4.3%
Q4 2022$103,770
+9.2%
3,0000.0%0.02%
-4.2%
Q3 2022$95,000
-7.8%
3,0000.0%0.02%
-7.7%
Q2 2022$103,000
-6.4%
3,0000.0%0.03%
+8.3%
Q1 2022$110,000
+5.8%
3,0000.0%0.02%
+4.3%
Q4 2021$104,000
+4.0%
3,0000.0%0.02%0.0%
Q3 2021$100,000
-1.0%
3,0000.0%0.02%
+4.5%
Q2 2021$101,0003,0000.02%
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