Ballentine Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,129 filers reported holding ISHARES GOLD TR in Q2 2024. The put-call ratio across all filers is 5.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$6,126,039
-17.5%
139,450
-21.1%
0.11%
-19.9%
Q1 2024$7,429,048
-12.3%
176,840
-18.5%
0.14%
-18.5%
Q4 2023$8,472,008
+9.9%
217,064
-1.5%
0.17%
-4.4%
Q3 2023$7,707,527
-3.8%
220,278
+0.0%
0.18%
-1.6%
Q2 2023$8,015,407
-7.1%
220,264
-4.6%
0.18%
-15.2%
Q1 2023$8,631,087
+97.1%
230,963
+82.5%
0.22%
+66.9%
Q4 2022$4,378,333
+10.1%
126,578
+0.4%
0.13%
-5.8%
Q3 2022$3,975,000
-10.7%
126,078
-2.9%
0.14%
-12.1%
Q2 2022$4,453,000
-28.5%
129,789
-23.2%
0.16%
-19.5%
Q1 2022$6,224,000
+6.8%
169,001
+0.9%
0.20%
+12.1%
Q4 2021$5,830,000
+53.8%
167,484
+47.6%
0.17%
+35.9%
Q3 2021$3,790,000
+64.6%
113,447
+66.0%
0.13%
+60.0%
Q2 2021$2,303,00068,3210.08%
Other shareholders
ISHARES GOLD TR shareholders Q2 2024
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