HENGEHOLD CAPITAL MANAGEMENT LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
HENGEHOLD CAPITAL MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$349,900
-3.8%
10,0000.0%0.05%
-4.2%
Q2 2023$363,900
-4.2%
10,000
-1.6%
0.05%
-7.7%
Q1 2023$379,792
-72.7%
10,163
-74.7%
0.05%
-73.1%
Q4 2022$1,389,238
+9.7%
40,1630.0%0.19%
-1.0%
Q3 2022$1,266,000
-8.5%
40,163
-0.4%
0.20%
-0.5%
Q2 2022$1,383,000
+168.0%
40,321
+188.0%
0.20%
+176.1%
Q1 2022$516,000
+6.0%
14,0000.0%0.07%
+18.3%
Q4 2021$487,000
+4.1%
14,0000.0%0.06%
-3.2%
Q3 2021$468,000
-0.8%
14,0000.0%0.06%0.0%
Q2 2021$472,00014,0000.06%
Other shareholders
ISHARES GOLD TR shareholders Q3 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