PDS Planning, Inc - 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
PDS Planning, Inc ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$423,078
-3.5%
12,091
+0.3%
0.06%
-1.8%
Q2 2023$438,505
-2.6%
12,050
+0.1%
0.06%
-9.7%
Q1 2023$449,986
+6.4%
12,041
-1.5%
0.06%
-8.8%
Q4 2022$423,030
+9.9%
12,230
+0.1%
0.07%
-2.9%
Q3 2022$385,000
-8.1%
12,219
+0.1%
0.07%
-7.9%
Q2 2022$419,000
+2.7%
12,209
+4.1%
0.08%
-2.6%
Q4 2021$408,000
+4.1%
11,7330.0%0.08%
-13.3%
Q3 2021$392,000
-5.1%
11,733
-4.3%
0.09%
-10.9%
Q2 2021$413,00012,2660.10%
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