CARL STUART INVESTMENT ADVISOR, INC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
CARL STUART INVESTMENT ADVISOR, INC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$21,423,281
-4.2%
618,455
+0.7%
17.24%
+0.5%
Q2 2023$22,356,087
+136936.2%
614,347
-0.3%
17.15%
+107112.5%
Q1 2023$16,314
-99.9%
616,473
+40.3%
0.02%
-99.9%
Q4 2022$15,200,230
-29.2%
439,440
-33.3%
14.05%
-26.2%
Q3 2022$21,481,000
-0.8%
659,316
+0.6%
19.04%
+1.0%
Q2 2022$21,663,000
-91.0%
655,062
+0.0%
18.84%
+7.5%
Q1 2022$241,200,000
+997.8%
654,902
+3.8%
17.53%
+9.9%
Q4 2021$21,972,000631,19415.95%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders