CARL STUART INVESTMENT ADVISOR, INC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - 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 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders