SILVER OAK SECURITIES, Inc - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,017 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
SILVER OAK SECURITIES, Inc ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$637,776
-18.8%
14,518
-22.3%
0.10%
-20.0%
Q1 2024$785,419
-74.5%
18,696
-76.3%
0.12%
-70.9%
Q4 2023$3,075,603
+300.5%
78,801
+259.0%
0.41%
+147.3%
Q3 2023$767,961
+25013.2%
21,948
-73.9%
0.17%
-66.1%
Q2 2023$3,058
+85.6%
84,024
+90.5%
0.49%
+82.2%
Q1 2023$1,648
+306.9%
44,110
+276.3%
0.27%
+255.3%
Q4 2022$405
-99.9%
11,721
-46.6%
0.08%
-54.5%
Q3 2022$767,961
+60.7%
21,948
+50.3%
0.17%
+56.1%
Q2 2022$478,00014,6050.11%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders