Cadent 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
Cadent Capital Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,165,599
-58.5%
33,312
-56.8%
0.48%
-71.1%
Q2 2023$2,809,054
-2.6%
77,193
-0.0%
1.68%
+27.0%
Q1 2023$2,884,927
+22.5%
77,199
+13.4%
1.32%
+13.8%
Q4 2022$2,354,334
+9.7%
68,064
-0.1%
1.16%
-3.4%
Q3 2022$2,147,000
-8.9%
68,102
-0.9%
1.20%
-9.8%
Q2 2022$2,358,000
+31.7%
68,716
+41.3%
1.33%
+63.4%
Q1 2022$1,790,000
+6.5%
48,615
+0.7%
0.82%
+9.7%
Q4 2021$1,681,000
-23.8%
48,289
-26.8%
0.74%
-24.3%
Q3 2021$2,205,000
-5.8%
66,010
-5.0%
0.98%
+0.7%
Q2 2021$2,341,00069,4590.97%
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