BOURGEON CAPITAL MANAGEMENT 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
BOURGEON CAPITAL MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$169,562
+20.2%
4,846
+25.0%
0.04%
+21.2%
Q2 2023$141,048
+8.6%
3,876
+11.5%
0.03%
+6.5%
Q1 2023$129,899
+8.0%
3,4760.0%0.03%
+3.3%
Q4 2022$120,235
+9.3%
3,4760.0%0.03%0.0%
Q3 2022$110,000
-7.6%
3,4760.0%0.03%
-3.2%
Q2 2022$119,000
-98.9%
3,476
-98.8%
0.03%
-98.8%
Q1 2022$11,001,000
-51.0%
298,694
-53.7%
2.49%
-46.2%
Q4 2021$22,465,000
+4.7%
645,361
+0.5%
4.63%
+0.9%
Q3 2021$21,460,000
+0.4%
642,330
+1.3%
4.59%
-0.3%
Q2 2021$21,382,000634,2794.60%
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