Atria Wealth Solutions, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$13,071,808
-29.7%
373,587
-26.8%
0.18%
-28.0%
Q2 2023$18,582,880
+34.7%
510,659
+38.3%
0.25%
+24.5%
Q1 2023$13,797,147
+9.6%
369,204
+1.4%
0.20%
+1.0%
Q4 2022$12,592,829
+1.5%
364,060
-7.4%
0.20%
-5.6%
Q3 2022$12,402,488
-0.8%
393,362
+7.9%
0.21%
-8.9%
Q2 2022$12,508,000
+16.2%
364,545
+24.8%
0.24%
+31.3%
Q1 2022$10,762,000292,1920.18%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders