BLUE BELL PRIVATE WEALTH MANAGEMENT, 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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$208,121
-4.0%
5,948
-0.2%
0.06%
-1.8%
Q2 2023$216,775
-2.6%
5,9570.0%0.06%
-14.9%
Q1 2023$222,613
+8.0%
5,9570.0%0.07%
-1.5%
Q4 2022$206,053
+9.6%
5,9570.0%0.07%
+1.5%
Q3 2022$188,000
-7.8%
5,9570.0%0.07%
-2.9%
Q2 2022$204,000
-6.8%
5,9570.0%0.07%
+11.3%
Q1 2022$219,000
+5.8%
5,9570.0%0.06%
+14.8%
Q4 2021$207,000
+4.0%
5,9570.0%0.05%
-6.9%
Q3 2021$199,000
-11.9%
5,957
-11.0%
0.06%
-12.1%
Q2 2021$226,0006,6940.07%
Other shareholders
ISHARES GOLD TR shareholders Q3 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