Strategic Point Investment Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Strategic Point Investment Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$22,094,340
-2.6%
631,447
+1.3%
4.72%
+1.3%
Q2 2023$22,691,135
-4.1%
623,554
-1.5%
4.65%
-11.6%
Q1 2023$23,662,091
+107577.3%
633,184
-0.3%
5.26%
-0.5%
Q4 2022$21,975
-99.9%
635,299
-0.4%
5.29%
-6.1%
Q3 2022$20,118,000
-8.1%
638,073
-0.0%
5.63%
-7.5%
Q2 2022$21,903,000
-6.3%
638,380
+0.6%
6.09%
+14.0%
Q1 2022$23,365,000
+4.9%
634,396
-0.8%
5.34%
+6.2%
Q4 2021$22,268,000
-15.1%
639,710
-18.6%
5.02%
-21.8%
Q3 2021$26,241,000
-0.3%
785,409
+0.5%
6.43%
+0.4%
Q2 2021$26,332,000781,1396.40%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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