Montecito Bank & Trust - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2022$759
-99.9%
21,963
-9.5%
0.18%
-7.5%
Q3 2022$766,000
-20.6%
24,278
-13.6%
0.20%
-13.1%
Q2 2022$965,000
+20.5%
28,113
+29.3%
0.23%
+52.7%
Q1 2022$801,000
-14.7%
21,735
-19.4%
0.15%
-10.2%
Q4 2021$939,000
-19.9%
26,983
-23.1%
0.17%
-26.8%
Q3 2021$1,173,000
-42.9%
35,111
-42.3%
0.23%
-42.1%
Q2 2021$2,053,00060,8960.39%
Other shareholders
ISHARES GOLD TR shareholders Q1 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