Plante Moran Financial Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$242,131
-3.8%
6,9200.0%0.03%
-3.3%
Q2 2023$251,819
-2.6%
6,9200.0%0.03%
-14.3%
Q1 2023$258,600
-32.9%
6,920
-37.9%
0.04%
-37.5%
Q4 2022$385,506
+76.0%
11,145
+60.7%
0.06%
+51.4%
Q3 2022$219,000
-7.6%
6,937
+0.2%
0.04%
-7.5%
Q2 2022$237,000
-59.1%
6,920
-56.0%
0.04%
-63.0%
Q1 2022$579,000
+89.2%
15,717
+78.8%
0.11%
+116.0%
Q4 2021$306,000
-20.3%
8,791
-23.6%
0.05%
-41.2%
Q3 2021$384,000
+1.6%
11,504
+2.6%
0.08%
-7.6%
Q2 2021$378,00011,2140.09%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders