OAK FAMILY ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
OAK FAMILY ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$818,941
-2.4%
23,405
+1.5%
0.39%
-2.5%
Q2 2023$838,826
-11.5%
23,051
-9.1%
0.40%
-15.0%
Q1 2023$947,367
+9.2%
25,351
+1.1%
0.47%
+0.6%
Q4 2022$867,759
+8.3%
25,087
-1.2%
0.46%
+8.4%
Q3 2022$801,000
-4.0%
25,398
+4.5%
0.43%
+1.9%
Q2 2022$834,000
-3.9%
24,313
+3.1%
0.42%
+23.9%
Q1 2022$868,000
+1.3%
23,575
-4.2%
0.34%
+5.9%
Q4 2021$857,000
+10.9%
24,615
+6.4%
0.32%
+13.5%
Q3 2021$773,000
-2.0%
23,130
-1.1%
0.28%
-14.3%
Q2 2021$789,00023,3950.33%
Other shareholders
ISHARES GOLD TR shareholders Q1 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