FINANCIAL MANAGEMENT NETWORK INC - 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
FINANCIAL MANAGEMENT NETWORK INC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,120,529
-6.2%
61,429
-1.0%
0.70%
-10.9%
Q2 2023$2,259,823
-3.5%
62,066
+1.6%
0.79%
-16.2%
Q1 2023$2,341,919
+12.6%
61,067
+3.4%
0.94%
+1.6%
Q4 2022$2,079,608
-4.8%
59,063
-11.4%
0.92%
-14.2%
Q3 2022$2,184,000
-2.8%
66,692
+1.8%
1.08%
-9.8%
Q2 2022$2,247,000
-5.3%
65,509
+1.4%
1.20%
-0.8%
Q1 2022$2,373,000
+9.2%
64,598
+2.6%
1.20%
+21.0%
Q4 2021$2,173,000
-12.4%
62,953
-14.6%
1.00%
-20.8%
Q3 2021$2,482,000
-1.2%
73,752
-0.1%
1.26%
-1.7%
Q2 2021$2,513,00073,8391.28%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders