UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,068,420
-16.2%
30,535
-12.9%
0.01%0.0%
Q2 2023$1,275,724
-29.1%
35,057
-27.1%
0.01%
-30.0%
Q1 2023$1,798,132
+12.5%
48,117
+4.1%
0.01%
+11.1%
Q4 2022$1,598,681
-2.9%
46,218
-11.5%
0.01%
-10.0%
Q3 2022$1,647,000
-17.3%
52,239
-10.0%
0.01%
-9.1%
Q2 2022$1,991,000
-7.4%
58,035
-0.6%
0.01%
+10.0%
Q1 2022$2,149,000
+3.9%
58,359
-1.8%
0.01%0.0%
Q4 2021$2,069,000
-12.8%
59,425
-16.4%
0.01%
-16.7%
Q3 2021$2,374,000
+12.4%
71,043
+13.3%
0.01%
+9.1%
Q2 2021$2,113,00062,6880.01%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
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