TIEDEMANN ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$45,213,437
-6.4%
1,292,064
-2.6%
1.94%
-5.6%
Q2 2023$48,296,248
-3.2%
1,327,186
-0.6%
2.05%
-9.4%
Q1 2023$49,882,399
+5.9%
1,334,826
-2.0%
2.27%
+0.4%
Q4 2022$47,089,889
-6.9%
1,361,374
-15.1%
2.26%
-26.4%
Q3 2022$50,555,000
-24.7%
1,603,545
-18.0%
3.06%
-39.3%
Q2 2022$67,140,000
+0.4%
1,956,734
+7.7%
5.05%
+48.7%
Q1 2022$66,899,000
-2.2%
1,816,577
-7.5%
3.40%
+1.9%
Q4 2021$68,390,000
-4.7%
1,964,858
-8.5%
3.33%
-12.8%
Q3 2021$71,748,000
-7.4%
2,147,524
-6.6%
3.82%
+23.1%
Q2 2021$77,507,0002,299,4683.10%
Other shareholders
ISHARES GOLD TR shareholders Q2 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