Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$910,370
-8.9%
26,018
-5.2%
0.04%
-10.0%
Q2 2023$999,015
-15.6%
27,453
-13.3%
0.04%
-21.6%
Q1 2023$1,183,621
+29.8%
31,673
+20.1%
0.05%
+18.6%
Q4 2022$911,965
+9.1%
26,365
-0.6%
0.04%
-2.3%
Q3 2022$836,000
-12.0%
26,511
-4.3%
0.04%
-12.0%
Q2 2022$950,000
-10.5%
27,695
-3.9%
0.05%
-5.7%
Q1 2022$1,061,000
+8.2%
28,805
+2.2%
0.05%
+8.2%
Q4 2021$981,000
+10.1%
28,174
+5.6%
0.05%
-3.9%
Q3 2021$891,000
+36.9%
26,672
+38.2%
0.05%
+30.8%
Q2 2021$651,00019,3030.04%
Other shareholders
ISHARES GOLD TR shareholders Q3 2022
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