Narwhal Capital Management - 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
Narwhal Capital Management ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$23,025,309
-2.9%
658,054
+1.0%
2.81%
+0.8%
Q2 2023$23,711,578
-6.3%
651,596
-3.8%
2.79%
-12.0%
Q1 2023$25,315,895
+8.0%
677,439
-0.0%
3.17%
+1.6%
Q4 2022$23,443,995
+9.7%
677,768
-0.0%
3.12%
+0.7%
Q3 2022$21,375,000
-7.9%
677,933
+0.2%
3.10%
-2.7%
Q2 2022$23,215,000
-4.4%
676,619
+2.6%
3.18%
+11.9%
Q1 2022$24,290,000
+5.1%
659,518
-0.7%
2.84%
+8.2%
Q4 2021$23,109,000
+7.8%
663,860
+3.5%
2.63%
-2.8%
Q3 2021$21,439,000
+2.7%
641,696
+3.6%
2.70%
+2.7%
Q2 2021$20,875,000619,2432.64%
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