VALLEY NATIONAL ADVISERS INC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$31
-6.1%
9000.0%0.01%
-16.7%
Q2 2023$33
-2.9%
9000.0%0.01%0.0%
Q1 2023$34
+6.2%
9000.0%0.01%0.0%
Q4 2022$32
-99.9%
900
-17.6%
0.01%
-14.3%
Q3 2022$34,000
+88.9%
1,092
+98.2%
0.01%
+75.0%
Q2 2022$18,000
-10.0%
5510.0%0.00%0.0%
Q1 2022$20,000
+5.3%
5510.0%0.00%0.0%
Q4 2021$19,000
-13.6%
551
-18.0%
0.00%0.0%
Q3 2021$22,000
-31.2%
672
-29.3%
0.00%
-33.3%
Q2 2021$32,0009510.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 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