Roundview Capital 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
Roundview Capital LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,195,154
-7.1%
34,157
-3.4%
0.12%
-4.8%
Q2 2023$1,286,460
-2.5%
35,352
+0.1%
0.13%
-8.7%
Q1 2023$1,319,610
+7.1%
35,312
-0.9%
0.14%
-2.1%
Q4 2022$1,232,027
+5.6%
35,618
-3.8%
0.14%
-4.1%
Q3 2022$1,167,000
-67.6%
37,023
-64.7%
0.15%
-65.9%
Q2 2022$3,602,000
-6.8%
104,992
+0.0%
0.43%
+8.6%
Q1 2022$3,865,000
+5.8%
104,9440.0%0.40%
+9.1%
Q4 2021$3,653,000
+3.7%
104,944
-0.5%
0.36%
-6.2%
Q3 2021$3,523,000
-43.6%
105,439
-43.1%
0.39%
-44.3%
Q2 2021$6,244,000185,2220.70%
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