Endowment Wealth Management, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$317,272
-3.1%
9,068
+0.8%
0.28%
-5.0%
Q2 2023$327,437
-1.5%
8,998
+0.3%
0.30%
-10.2%
Q1 2023$332,563
+16.7%
8,969
+8.9%
0.33%
+6.4%
Q4 2022$284,987
+7.9%
8,239
-1.6%
0.31%
-1.9%
Q3 2022$264,000
-7.0%
8,377
+1.3%
0.32%
-6.4%
Q2 2022$284,000
-5.6%
8,270
+1.1%
0.34%
+8.2%
Q1 2022$301,0008,1810.32%
Other shareholders
ISHARES GOLD TR shareholders Q1 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