Plante Moran Financial Advisors, LLC - 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
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 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