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$27,196,000100.00%
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