Confluence Wealth Services, Inc. - 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
Confluence Wealth Services, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,426,507
-12.0%
40,769
-8.5%
0.28%
-18.3%
Q2 2023$1,621,284
-4.1%
44,553
-1.6%
0.34%
-12.7%
Q1 2023$1,691,217
+6.7%
45,256
-1.2%
0.39%
-4.4%
Q4 2022$1,584,464
+21.9%
45,807
+11.0%
0.41%
-25.1%
Q3 2022$1,300,000
-6.1%
41,256
+1.0%
0.55%
-9.5%
Q2 2022$1,384,000
+7.3%
40,853
+16.6%
0.61%
+30.5%
Q1 2022$1,290,000
+5.8%
35,040
+0.0%
0.47%
+18.6%
Q4 2021$1,219,00035,0380.39%
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