Palisades Hudson Asset Management, L.P. - 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
Palisades Hudson Asset Management, L.P. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,572
-9.8%
102,096
-6.1%
1.96%
-5.0%
Q2 2023$3,959
+1.5%
108,783
+4.2%
2.06%
-1.4%
Q1 2023$3,901
+8.0%
104,3990.0%2.09%
+4.9%
Q4 2022$3,611
-99.9%
104,3990.0%1.99%
-0.1%
Q3 2022$3,292,000
-8.1%
104,3990.0%1.99%
-0.9%
Q2 2022$3,582,000
-6.1%
104,399
+0.8%
2.01%
+12.9%
Q1 2022$3,814,000
+5.8%
103,5550.0%1.78%
+15.7%
Q4 2021$3,605,000103,5551.54%
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