Accretive Wealth Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,038,721
-4.1%
115,425
-0.2%
2.41%
-3.6%
Q2 2023$4,209,923
-0.4%
115,689
+2.3%
2.50%
-7.7%
Q1 2023$4,226,024
+7.8%
113,086
-0.2%
2.70%
+0.4%
Q4 2022$3,920,292
+20.6%
113,336
+9.9%
2.69%
+8.8%
Q3 2022$3,252,000
-9.5%
103,136
-1.6%
2.48%
-5.1%
Q2 2022$3,595,000
-8.0%
104,769
-1.2%
2.61%
+6.5%
Q1 2022$3,907,000
+4.7%
106,077
-1.1%
2.45%
+3.1%
Q4 2021$3,733,000
+4.0%
107,226
-0.2%
2.38%
-6.2%
Q3 2021$3,590,000
-6.2%
107,462
-5.4%
2.53%
-8.2%
Q2 2021$3,829,000113,5822.76%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders