Phoenix Wealth Advisors - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Phoenix Wealth Advisors ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$431,602
-2.1%
12,335
+1.8%
0.25%
-1.2%
Q2 2023$441,047
-5.0%
12,120
-2.4%
0.26%
-10.5%
Q1 2023$464,023
+17.8%
12,417
+9.1%
0.29%
+21.1%
Q4 2022$393,773
+15.8%
11,384
+5.5%
0.24%
-30.3%
Q3 2022$340,000
-8.6%
10,794
-0.4%
0.34%
-7.4%
Q2 2022$372,0000.0%10,836
+6.4%
0.37%
-4.7%
Q1 2022$372,000
+33.8%
10,183
+27.5%
0.38%
+83.3%
Q4 2021$278,000
-16.3%
7,987
-19.7%
0.21%
-15.3%
Q3 2021$332,000
-1.2%
9,947
+1.3%
0.25%
+2.5%
Q2 2021$336,0009,8190.24%
Other shareholders
ISHARES GOLD TR shareholders Q2 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