PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,115 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$802,557
+4.6%
18,2690.0%0.07%
+4.8%
Q1 2024$767,481
+7.6%
18,2690.0%0.06%
+1.6%
Q4 2023$713,039
+14.6%
18,269
+2.7%
0.06%
+5.1%
Q3 2023$622,227
-9.4%
17,783
-5.8%
0.06%
-7.8%
Q2 2023$687,007
-2.6%
18,8790.0%0.06%
-5.9%
Q1 2023$705,508
+8.0%
18,8790.0%0.07%
+3.0%
Q4 2022$653,025
+9.8%
18,8790.0%0.07%0.0%
Q3 2022$595,000
-11.7%
18,879
-3.9%
0.07%
-9.6%
Q2 2022$674,000
-6.9%
19,6540.0%0.07%
+5.8%
Q1 2022$724,000
+5.8%
19,6540.0%0.07%
+3.0%
Q4 2021$684,00019,6540.07%
Other shareholders
ISHARES GOLD TR shareholders Q4 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