Bradley & Co. Private Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$695,531
-3.8%
19,8780.0%0.73%
+1.4%
Q2 2023$723,360
-2.6%
19,8780.0%0.72%
-12.0%
Q1 2023$742,841
+8.0%
19,8780.0%0.81%
-2.7%
Q4 2022$687,580
+9.7%
19,8780.0%0.84%
+11.9%
Q3 2022$627,000
-8.1%
19,8780.0%0.75%
-0.4%
Q2 2022$682,000
-6.8%
19,8780.0%0.75%
+19.4%
Q1 2022$732,000
+5.8%
19,8780.0%0.63%
+13.3%
Q4 2021$692,000
+4.2%
19,8780.0%0.56%
-3.1%
Q3 2021$664,000
-0.9%
19,8780.0%0.57%
-2.1%
Q2 2021$670,00019,8780.58%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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