Waypoint Capital Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Waypoint Capital Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$311,517
-3.8%
8,9030.0%0.10%
+4.0%
Q2 2023$323,981
-2.6%
8,9030.0%0.10%
-6.5%
Q1 2023$332,706
+8.0%
8,9030.0%0.11%
+0.9%
Q4 2022$307,955
+10.0%
8,9030.0%0.11%
-12.3%
Q3 2022$280,000
-8.2%
8,9030.0%0.12%
-11.6%
Q2 2022$305,000
-7.0%
8,9030.0%0.14%
-28.5%
Q1 2022$328,000
+5.8%
8,9030.0%0.19%
-9.4%
Q4 2021$310,0008,9030.21%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders