CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$451,022
-3.8%
12,890
+0.1%
0.01%0.0%
Q2 2023$468,776
-2.6%
12,8820.0%0.01%
-7.1%
Q1 2023$481,401
+7.6%
12,882
-0.4%
0.01%
-17.6%
Q4 2022$447,352
-16.5%
12,933
-17.2%
0.02%
-22.7%
Q2 2022$536,000
-9.9%
15,623
-3.4%
0.02%
+4.8%
Q1 2022$595,000
-5.7%
16,165
-10.8%
0.02%
-8.7%
Q4 2021$631,000
+1.8%
18,120
-2.4%
0.02%
-4.2%
Q3 2021$620,000
-0.2%
18,565
+0.8%
0.02%
-4.0%
Q2 2021$621,00018,4090.02%
Other shareholders
ISHARES GOLD TR shareholders Q2 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