BRADLEY FOSTER & SARGENT INC/CT - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
BRADLEY FOSTER & SARGENT INC/CT ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,392,5330.0%65,7470.0%0.05%0.0%
Q2 2023$2,392,533
-1.6%
65,747
+1.1%
0.05%
-13.8%
Q1 2023$2,431,105
+8.1%
65,055
+0.0%
0.06%
+3.6%
Q4 2022$2,249,284
+268.1%
65,027
+235.4%
0.06%
+229.4%
Q3 2022$611,000
-8.3%
19,388
-0.1%
0.02%0.0%
Q2 2022$666,000
+9.4%
19,409
+17.4%
0.02%
+30.8%
Q1 2022$609,00016,5380.01%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders