DFPG INVESTMENTS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,165,407
-4.3%
112,457
-3.2%
0.39%
-1.5%
Q2 2023$4,354,464
+4.7%
116,181
+4.4%
0.39%
-12.1%
Q1 2023$4,158,534
+9.0%
111,280
+3.9%
0.45%
-28.8%
Q4 2022$3,814,045
+27.7%
107,106
+12.7%
0.63%
-50.6%
Q3 2022$2,986,000
+40.1%
95,007
+44.5%
1.27%
+36.6%
Q2 2022$2,132,000
-12.1%
65,750
+0.3%
0.93%
-1.6%
Q1 2022$2,426,000
+4.9%
65,547
-0.9%
0.94%
-2.2%
Q4 2021$2,313,000
+2.3%
66,164
+0.1%
0.97%
+12.9%
Q3 2021$2,261,000
-1.2%
66,124
-0.5%
0.86%
-1.2%
Q2 2021$2,288,00066,4290.87%
Other shareholders
ISHARES GOLD TR shareholders Q4 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