Simplicity Solutions, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,245,574
-7.7%
35,598
-4.0%
0.04%
+8.1%
Q2 2023$1,349,632
-22.9%
37,088
-20.8%
0.04%
-19.6%
Q1 2023$1,750,429
+27.1%
46,841
+13.7%
0.05%
-78.3%
Q3 2021$1,377,000
-9.5%
41,210
-8.7%
0.21%
-29.6%
Q2 2021$1,521,00045,1270.30%
Other shareholders
ISHARES GOLD TR shareholders Q3 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