Wescott Financial Advisory Group, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$604,557
-5.0%
17,278
-1.2%
0.11%
-0.9%
Q2 2023$636,134
-2.6%
17,4810.0%0.11%
-21.1%
Q1 2023$653,265
+8.0%
17,4810.0%0.14%
+9.2%
Q4 2022$604,668
+9.7%
17,4810.0%0.13%
-15.0%
Q3 2022$551,000
+18.5%
17,481
+29.1%
0.15%
+21.4%
Q2 2022$465,000
-6.8%
13,5410.0%0.13%
-2.3%
Q1 2022$499,000
+5.9%
13,5410.0%0.13%
-46.9%
Q4 2021$471,000
+4.2%
13,5410.0%0.24%
-5.1%
Q3 2021$452,000
-3.0%
13,5410.0%0.26%
-6.9%
Q2 2021$466,00013,5410.28%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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