Independent Wealth Network Inc. - 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
Independent Wealth Network Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$353,014
-4.3%
10,089
-0.4%
0.22%
-2.3%
Q2 2023$368,776
-7.8%
10,134
-5.3%
0.22%
-13.3%
Q1 2023$399,971
+28.5%
10,703
+18.9%
0.26%
+20.2%
Q4 2022$311,309
+2.7%
9,000
-6.5%
0.21%
-10.1%
Q3 2022$303,000
+19.8%
9,625
+30.4%
0.24%
+30.2%
Q2 2022$253,000
-22.9%
7,379
-17.1%
0.18%
-12.5%
Q1 2022$328,000
+28.1%
8,903
+21.0%
0.21%
+31.6%
Q4 2021$256,000
-13.8%
7,360
-16.3%
0.16%
-18.6%
Q3 2021$297,0008,7940.19%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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