CAPTRUST FINANCIAL ADVISORS - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$78,241,082
-5.7%
2,236,098
-1.9%
0.30%
-8.6%
Q2 2023$82,969,610
+0.6%
2,280,011
+3.3%
0.33%
-9.9%
Q1 2023$82,509,106
+12.3%
2,207,897
+3.9%
0.36%
-1.9%
Q4 2022$73,487,807
+8.1%
2,124,539
-1.5%
0.37%
-6.6%
Q3 2022$67,980,000
+3.7%
2,156,055
+12.8%
0.40%
-6.4%
Q2 2022$65,581,000
+10.0%
1,911,427
+18.1%
0.42%
+9.6%
Q1 2022$59,595,000
+46.0%
1,618,099
+38.0%
0.39%
+37.9%
Q4 2021$40,828,000
+42.3%
1,172,895
+36.6%
0.28%
+17.6%
Q3 2021$28,691,000
+43.0%
858,766
+44.2%
0.24%
+27.3%
Q2 2021$20,070,000595,3820.19%
Other shareholders
ISHARES GOLD TR shareholders Q4 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