Westside Investment Management, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$797,073
-3.8%
22,7800.0%0.23%
-1.7%
Q2 2023$828,970
-2.6%
22,7800.0%0.23%
-6.4%
Q1 2023$851,288
+10874.4%
22,7800.0%0.25%
+1215.8%
Q4 2022$7,757
-100.0%
22,780
-5.8%
0.02%
-84.4%
Q3 2022$51,003,000
+414.7%
24,180
+5.9%
0.12%
+454.5%
Q2 2022$9,909,000
+8.5%
22,830
+9032.0%
0.02%
+10.0%
Q1 2022$9,135,000
-90.6%
250
-99.4%
0.02%
-91.0%
Q4 2021$97,196,000
+4.2%
44,955
-0.1%
0.22%
+3.3%
Q3 2021$93,307,000
+3.8%
44,980
+1.0%
0.22%
+3.4%
Q2 2021$89,901,00044,5550.21%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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