Veritable, L.P. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$929,655
-6.3%
25,547
-3.8%
0.01%
-12.5%
Q1 2023$992,360
-39.1%
26,555
-43.7%
0.02%
-42.9%
Q4 2022$1,630,538
+3.0%
47,139
-6.1%
0.03%
-9.7%
Q3 2022$1,583,000
+15.5%
50,208
+25.6%
0.03%
+24.0%
Q2 2022$1,371,000
-0.1%
39,969
+7.2%
0.02%
+19.0%
Q1 2022$1,373,000
+109.3%
37,279
+97.8%
0.02%
+110.0%
Q4 2021$656,000
+13.7%
18,847
+9.2%
0.01%
+11.1%
Q3 2021$577,000
-50.2%
17,267
-49.7%
0.01%
-52.6%
Q2 2021$1,158,00034,3440.02%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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