SATOVSKY ASSET MANAGEMENT LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
SATOVSKY ASSET MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,209,499
-6.1%
34,567
-2.3%
0.41%
-5.7%
Q2 2023$1,287,915
-4.5%
35,392
-1.9%
0.44%
-13.3%
Q1 2023$1,348,123
+7.1%
36,075
-0.9%
0.50%
-3.8%
Q4 2022$1,258,626
+9.7%
36,3870.0%0.52%
-20.9%
Q3 2022$1,147,000
-8.1%
36,3870.0%0.66%
-9.6%
Q2 2022$1,248,000
-6.9%
36,3870.0%0.73%
-18.4%
Q1 2022$1,340,000
+0.4%
36,387
-5.1%
0.90%
-0.1%
Q4 2021$1,335,000
+1.9%
38,349
-2.2%
0.90%
-8.3%
Q3 2021$1,310,000
-3.3%
39,197
-2.5%
0.98%
-5.5%
Q2 2021$1,355,00040,1881.03%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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