CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$312,461
-3.8%
8,9300.0%0.01%0.0%
Q2 2023$324,963
-2.6%
8,9300.0%0.01%
-7.1%
Q1 2023$333,714
+8.0%
8,9300.0%0.01%
+7.7%
Q4 2022$308,889
+9.5%
8,9300.0%0.01%0.0%
Q3 2022$282,000
-7.8%
8,9300.0%0.01%0.0%
Q2 2022$306,000
-7.0%
8,9300.0%0.01%
+8.3%
Q1 2022$329,000
+5.8%
8,9300.0%0.01%
+9.1%
Q4 2021$311,000
+2.0%
8,9300.0%0.01%0.0%
Q3 2021$305,000
-1.0%
8,9300.0%0.01%
-8.3%
Q2 2021$308,0008,9300.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 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