FIRST FOUNDATION ADVISORS - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 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
FIRST FOUNDATION ADVISORS ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$11,677,948
-10.4%
333,751
-6.8%
0.54%
-3.2%
Q2 2023$13,032,933
-8.1%
358,146
-5.6%
0.56%
-13.7%
Q1 2023$14,184,830
-7.1%
379,578
-14.0%
0.65%
-10.8%
Q4 2022$15,265,708
-30.1%
441,333
-36.3%
0.73%
-31.6%
Q3 2022$21,833,000
-75.2%
692,436
-73.0%
1.07%
-72.5%
Q2 2022$88,138,000
-8.5%
2,568,860
-1.8%
3.89%
+12.0%
Q1 2022$96,300,000
+5.0%
2,614,728
-0.8%
3.48%
+10.3%
Q4 2021$91,735,000
+2.5%
2,635,301
-1.6%
3.15%
-5.6%
Q3 2021$89,456,000
-1.5%
2,677,515
-0.6%
3.34%
-4.5%
Q2 2021$90,821,0002,694,1853.50%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders