CWM, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$670
-1.3%
19,155
+2.6%
0.00%0.0%
Q2 2023$679
+0.9%
18,663
+3.6%
0.00%
-20.0%
Q1 2023$673
-9.5%
18,009
-16.3%
0.01%0.0%
Q4 2022$744
-99.9%
21,506
-37.3%
0.01%
-44.4%
Q3 2022$1,081,000
-76.8%
34,284
-74.8%
0.01%
-75.0%
Q2 2022$4,661,000
+82.6%
135,849
+85.3%
0.04%
+100.0%
Q4 2021$2,552,000
-27.6%
73,298
-29.9%
0.02%
-35.7%
Q2 2021$3,526,0000.0%104,5860.0%0.03%0.0%
Q1 2021$3,526,0000.0%104,5860.0%0.03%0.0%
Q4 2020$3,526,0000.0%104,5860.0%0.03%0.0%
Q3 2020$3,526,0000.0%104,5860.0%0.03%0.0%
Q2 2020$3,526,0000.0%104,5860.0%0.03%0.0%
Q1 2020$3,526,0000.0%104,5860.0%0.03%0.0%
Q4 2019$3,526,0000.0%104,5860.0%0.03%0.0%
Q3 2019$3,526,0000.0%104,5860.0%0.03%0.0%
Q2 2019$3,526,0000.0%104,5860.0%0.03%0.0%
Q1 2019$3,526,000104,5860.03%
Other shareholders
ISHARES GOLD TR shareholders Q1 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