D.A. DAVIDSON & CO. - 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
D.A. DAVIDSON & CO. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,161,671
-31.6%
90,359
-28.9%
0.03%
-30.6%
Q2 2023$4,625,106
+2.8%
127,098
+5.6%
0.05%
-3.9%
Q1 2023$4,497,301
-65.0%
120,338
-67.6%
0.05%
-66.4%
Q4 2022$12,864,310
-12.2%
371,914
-19.9%
0.15%
-20.8%
Q3 2022$14,647,000
-6.9%
464,552
+1.3%
0.19%
-3.0%
Q2 2022$15,730,000
-2.1%
458,463
+5.1%
0.20%
+13.1%
Q1 2022$16,060,000
+12.4%
436,063
+6.3%
0.18%
+15.1%
Q4 2021$14,282,000
+11.4%
410,280
+6.9%
0.15%
+2.0%
Q3 2021$12,823,000
+11.2%
383,809
+12.2%
0.15%
+10.4%
Q2 2021$11,527,000341,9340.14%
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