GOULD ASSET MANAGEMENT LLC /CA/ - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,212,768
-4.3%
63,240
-0.4%
0.62%
-3.1%
Q2 2023$2,311,093
-5.3%
63,509
-2.7%
0.64%
-7.2%
Q1 2023$2,439,327
+9.6%
65,275
+1.5%
0.70%
+3.9%
Q4 2022$2,225,037
+4.4%
64,326
-4.9%
0.67%
-7.6%
Q3 2022$2,132,000
-8.5%
67,613
-0.5%
0.72%
-3.5%
Q2 2022$2,331,000
-12.8%
67,929
-6.4%
0.75%
-2.1%
Q1 2022$2,673,000
+3.7%
72,572
-2.0%
0.77%
+6.1%
Q4 2021$2,578,000
+4.5%
74,054
+0.3%
0.72%
-5.1%
Q3 2021$2,468,000
+0.8%
73,859
+1.7%
0.76%
+9.2%
Q2 2021$2,449,00072,6540.70%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
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