MONETA GROUP INVESTMENT ADVISORS LLC - 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
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$244,125
-28.7%
6,977
-25.8%
0.01%
-25.0%
Q2 2023$342,175
-50.6%
9,403
-49.3%
0.01%
-52.9%
Q1 2023$692,616
-38.9%
18,534
-40.3%
0.02%
-45.2%
Q4 2022$1,132,787
+412.6%
31,043
+342.9%
0.03%
+287.5%
Q3 2022$221,0000.0%7,009
+8.8%
0.01%0.0%
Q2 2022$221,000
+7.8%
6,441
+15.7%
0.01%0.0%
Q1 2022$205,000
-12.8%
5,566
-17.6%
0.01%
-20.0%
Q4 2021$235,000
+2.2%
6,751
-1.9%
0.01%
-9.1%
Q3 2021$230,0006,8840.01%
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