NEIRG 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
NEIRG Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$398,325
-2.6%
10,9460.0%0.07%
+2.8%
Q1 2023$409,052
+8.0%
10,9460.0%0.07%0.0%
Q4 2022$378,622
+9.7%
10,9460.0%0.07%
+2.9%
Q3 2022$345,000
-8.0%
10,946
+0.0%
0.07%
-15.9%
Q2 2022$375,000
-8.1%
10,941
-1.3%
0.08%
+2.5%
Q1 2022$408,000
+21.1%
11,081
+14.4%
0.08%
+23.1%
Q4 2021$337,0009,6890.06%
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