J. W. Coons Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
J. W. Coons Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$850,118
-5.8%
24,296
-2.0%
0.24%
-0.4%
Q2 2023$902,327
-2.6%
24,7960.0%0.25%
-7.5%
Q1 2023$926,627
+6.1%
24,796
-1.8%
0.27%
+1.9%
Q4 2022$873,259
+6.5%
25,246
-2.9%
0.26%
-15.8%
Q3 2022$820,000
+1.5%
25,996
+10.1%
0.31%
+8.4%
Q2 2022$808,000
-3.0%
23,621
+4.8%
0.29%
+15.3%
Q1 2022$833,000
+35.2%
22,536
+27.2%
0.25%
+33.3%
Q4 2021$616,000
+3.5%
17,711
-0.8%
0.19%
-8.8%
Q3 2021$595,000
-2.0%
17,846
-1.1%
0.20%
-5.1%
Q2 2021$607,00018,0460.22%
Other shareholders
ISHARES GOLD TR shareholders Q2 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