DOPKINS 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
DOPKINS WEALTH MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$262,880
+9.2%
7,513
+13.6%
0.20%
-7.0%
Q2 2023$240,647
-10.7%
6,613
-8.3%
0.21%
-15.1%
Q1 2023$269,550
+8.0%
7,2130.0%0.25%
+14.5%
Q4 2022$249,498
+9.9%
7,2130.0%0.22%
-13.4%
Q3 2022$227,000
-7.0%
7,213
+1.5%
0.25%
-3.8%
Q2 2022$244,000
-6.9%
7,1080.0%0.26%
-7.0%
Q1 2022$262,000
+6.1%
7,1080.0%0.28%
+16.4%
Q4 2021$247,0007,1080.24%
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