Birchcreek Wealth Management, 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
Birchcreek Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$596,440
-52.2%
17,046
-50.3%
0.40%
-53.6%
Q2 2023$1,247,340
-13.7%
34,277
-11.4%
0.87%
-23.8%
Q1 2023$1,445,210
-8.7%
38,673
-15.5%
1.14%
-18.8%
Q4 2022$1,582,181
+10.7%
45,741
+1.0%
1.41%
+6.2%
Q3 2022$1,429,000
+1.9%
45,308
+10.8%
1.32%
+5.2%
Q2 2022$1,403,000
+26.9%
40,882
+28.7%
1.26%
+30.5%
Q4 2021$1,106,000
+1.4%
31,777
-2.7%
0.96%
-5.2%
Q3 2021$1,091,00032,6501.02%
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