MONETA GROUP INVESTMENT ADVISORS LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

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 Q4 2022
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