Wealthgate Family Office, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wealthgate Family Office, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$430,797
-3.8%
12,3120.0%1.34%
+2.2%
Q2 2023$448,034
-2.6%
12,3120.0%1.31%
-1.0%
Q1 2023$460,099
+8.0%
12,3120.0%1.32%
+14.3%
Q4 2022$425,872
+9.8%
12,3120.0%1.16%
+12.1%
Q3 2022$388,000
-8.1%
12,3120.0%1.03%
-1.0%
Q2 2022$422,000
-6.8%
12,3120.0%1.04%
+14.6%
Q1 2022$453,000
+5.6%
12,3120.0%0.91%
+36.1%
Q4 2021$429,000
+4.4%
12,3120.0%0.67%
+5.7%
Q3 2021$411,00012,3120.63%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
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