BSW Wealth Partners - 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
BSW Wealth Partners ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,645,182
-3.6%
161,337
+0.2%
1.26%
+2.8%
Q2 2023$5,857,080
-3.4%
160,953
-0.8%
1.22%
-1.5%
Q1 2023$6,060,779
+96087.6%
162,183
-11.0%
1.24%
-8.3%
Q4 2022$6,301
-99.9%
182,152
-0.6%
1.35%
-4.7%
Q3 2022$5,778,000
-6.1%
183,254
+2.2%
1.42%
-3.7%
Q2 2022$6,152,000
-15.9%
179,308
-9.7%
1.47%
-20.3%
Q1 2022$7,317,000
+7.4%
198,674
+1.5%
1.85%
+8.2%
Q4 2021$6,811,000
+7.6%
195,674
+3.3%
1.71%
-3.4%
Q3 2021$6,331,000
+0.8%
189,497
+1.7%
1.77%
+2.4%
Q2 2021$6,283,000186,3771.73%
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