Atria Investments, Inc - 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
Atria Investments, Inc ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,067,850
-3.0%
116,257
+0.9%
0.07%
-5.3%
Q2 2023$4,192,347
-0.7%
115,206
+1.9%
0.08%
-5.0%
Q1 2023$4,223,660
+48.0%
113,023
+37.0%
0.08%
+35.6%
Q4 2022$2,854,333
+0.3%
82,519
-8.6%
0.06%
-6.3%
Q3 2022$2,846,000
-21.2%
90,271
-14.2%
0.06%
-17.1%
Q2 2022$3,610,000
+0.2%
105,223
+7.6%
0.08%
+20.6%
Q1 2022$3,601,000
+15.3%
97,761
+9.0%
0.06%
+12.5%
Q4 2021$3,123,000
-0.7%
89,729
-4.7%
0.06%
-1.8%
Q3 2021$3,146,000
+18.9%
94,151
+20.0%
0.06%
+11.8%
Q2 2021$2,645,00078,4700.05%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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