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

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

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 Q1 2022
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