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 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
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 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders