Valmark Advisers, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$320,403
-4.1%
9,157
-0.3%
0.01%0.0%
Q2 2023$334,133
-17.0%
9,182
-14.7%
0.01%
-22.2%
Q1 2023$402,400
+5.9%
10,768
-2.0%
0.01%0.0%
Q4 2022$380,110
+8.6%
10,989
-1.0%
0.01%
+28.6%
Q3 2022$350,000
+31.1%
11,102
+42.4%
0.01%
+40.0%
Q2 2022$267,000
-97.7%
7,796
-97.6%
0.01%
-97.6%
Q1 2022$11,793,000
+12.5%
320,198
+6.3%
0.21%
+14.9%
Q4 2021$10,481,000
+3.8%
301,081
-0.4%
0.18%
-2.2%
Q3 2021$10,094,000
+3.2%
302,139
+4.1%
0.18%
+3.4%
Q2 2021$9,782,000290,1760.18%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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