LEO BROKERAGE, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,044 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
LEO BROKERAGE, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$229,063
-3.8%
6,295
-1.3%
0.03%
-27.8%
Q1 2023$238,221
-78.2%
6,375
-80.0%
0.04%
-87.8%
Q2 2022$1,095,000
-25.0%
31,912
-19.5%
0.30%
+26.6%
Q1 2022$1,460,000
+107.4%
39,647
+88.1%
0.23%
+79.2%
Q3 2021$704,000
+18.5%
21,073
+19.6%
0.13%
+9.2%
Q2 2021$594,00017,6180.12%
Other shareholders
ISHARES GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders