Montis Financial, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Montis Financial, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$857,605
-3.8%
24,5100.0%0.57%
-2.4%
Q2 2023$891,919
-2.3%
24,510
+0.3%
0.59%
-16.8%
Q1 2023$913,360
+8.0%
24,4410.0%0.71%
-1.3%
Q4 2022$845,414
+9.7%
24,4410.0%0.72%
-3.6%
Q3 2022$771,000
+25.8%
24,441
+36.9%
0.74%
+29.4%
Q2 2022$613,000
+72.7%
17,858
+85.2%
0.57%
+107.2%
Q1 2022$355,0009,6410.28%
Other shareholders
ISHARES GOLD TR shareholders Q2 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