MBL Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
MBL Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$414,632
+1.3%
11,850
+5.3%
0.06%0.0%
Q2 2023$409,388
+12.6%
11,250
+15.7%
0.06%
+1.8%
Q1 2023$363,424
+108384.8%
9,725
+0.3%
0.06%
-10.9%
Q4 2022$335
+5.0%
9,693
-4.2%
0.06%
-7.2%
Q3 2022$319
-18.4%
10,114
-11.3%
0.07%
-28.9%
Q2 2022$391
-99.9%
11,400
+15.2%
0.10%
+9.0%
Q1 2022$365,0009,9000.09%
Other shareholders
ISHARES GOLD TR shareholders Q2 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