FineMark National Bank & Trust - 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
FineMark National Bank & Trust ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,610,477
-7.3%
103,186
-3.6%
0.16%
-1.9%
Q2 2023$3,893,948
-4.2%
107,006
-1.6%
0.16%
-8.0%
Q1 2023$4,064,771
-11.1%
108,771
-17.7%
0.17%
-15.5%
Q4 2022$4,570,929
-22.2%
132,146
-29.1%
0.21%
-27.0%
Q3 2022$5,879,000
-42.7%
186,459
-37.7%
0.28%
-37.9%
Q2 2022$10,263,000
+1.6%
299,150
+9.1%
0.45%
+13.8%
Q1 2022$10,103,000
+32.0%
274,300
+24.8%
0.40%
+37.6%
Q4 2021$7,653,000
+8.7%
219,858
+4.4%
0.29%
-2.7%
Q3 2021$7,039,000
+18.1%
210,678
+19.2%
0.30%
+23.1%
Q2 2021$5,958,000176,7420.24%
Other shareholders
ISHARES GOLD TR shareholders Q3 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