Private Harbour Investment Management & Counsel, LLC - 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
Private Harbour Investment Management & Counsel, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$7,801,440
-4.0%
222,962
-0.1%
8.93%
-1.7%
Q2 2023$8,122,939
-4.5%
223,219
-1.9%
9.08%
-5.2%
Q1 2023$8,502,123
+6.4%
227,512
-1.5%
9.58%
+8.7%
Q4 2022$7,989,114
+9.8%
230,966
+0.1%
8.81%
+4.4%
Q3 2022$7,278,000
-11.7%
230,841
-3.9%
8.44%
-7.6%
Q2 2022$8,238,000
-7.6%
240,103
-0.8%
9.14%
+22.5%
Q1 2022$8,914,000
+5.0%
242,018
-0.8%
7.46%
+9.9%
Q4 2021$8,492,000
+4.5%
243,945
+0.3%
6.79%
-5.1%
Q3 2021$8,124,000
-0.9%
243,1750.0%7.15%
-0.7%
Q2 2021$8,197,000243,1757.20%
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