ENCOMPASS WEALTH ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$483,737
-3.8%
13,8250.0%0.16%
-1.8%
Q2 2023$503,092
-2.6%
13,8250.0%0.16%
-6.8%
Q1 2023$516,640
+8.0%
13,8250.0%0.18%
+1.1%
Q4 2022$478,207
+9.7%
13,8250.0%0.17%
+4.8%
Q3 2022$436,000
-8.0%
13,8250.0%0.17%
-1.2%
Q2 2022$474,000
-6.9%
13,8250.0%0.17%
+31.2%
Q1 2022$509,000
+5.8%
13,8250.0%0.13%
+9.4%
Q4 2021$481,000
+4.3%
13,8250.0%0.12%
-2.5%
Q3 2021$461,000
-1.1%
13,8250.0%0.12%
+4.3%
Q2 2021$466,00013,8250.12%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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