ICA Group Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
ICA Group Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$572,966
-7.6%
16,432
-3.5%
0.16%
+3.9%
Q2 2023$619,797
+5.1%
17,032
+7.9%
0.16%
+9.9%
Q1 2023$589,700
-5.3%
15,780
-10.2%
0.14%
-3.4%
Q4 2022$622,857
+18.6%
17,575
+5.5%
0.15%
+31.5%
Q3 2022$525,000
-6.2%
16,665
-1.3%
0.11%
+5.7%
Q2 2022$560,000
-29.0%
16,878
-25.2%
0.10%
-30.0%
Q1 2022$789,00022,5660.15%
Other shareholders
ISHARES GOLD TR shareholders Q2 2023
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