Walkner Condon Financial Advisors 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
Walkner Condon Financial Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,481,617
-3.7%
42,344
+0.1%
0.39%
-3.4%
Q2 2023$1,539,333
-4.1%
42,301
-1.5%
0.41%
-9.6%
Q1 2023$1,605,079
+7.8%
42,951
-0.2%
0.45%
+1.1%
Q4 2022$1,488,857
+2.3%
43,043
-6.8%
0.44%
-5.1%
Q3 2022$1,456,000
+1.3%
46,187
+10.2%
0.47%
+4.2%
Q2 2022$1,437,000
-99.9%
41,893
+5.1%
0.45%
+7.9%
Q1 2022$1,468,000,000
-24.4%
39,870
-28.5%
0.42%
-67.0%
Q4 2021$1,941,000,00055,7501.26%
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