CARL STUART INVESTMENT ADVISOR, INC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

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 Q4 2022
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