United Asset Strategies, Inc. - 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
United Asset Strategies, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$904,771
-46.1%
25,858
-43.9%
0.12%
-44.0%
Q2 2023$1,678,198
+85.6%
46,117
+90.6%
0.21%
+75.6%
Q1 2023$904,055
+65.9%
24,192
+53.6%
0.12%
+56.6%
Q4 2022$544,827
-3.1%
15,751
-11.6%
0.08%
-11.6%
Q3 2022$562,000
-34.4%
17,812
-28.7%
0.09%
-31.2%
Q2 2022$857,000
-5.3%
24,980
+1.7%
0.12%
+8.7%
Q1 2022$905,000
+67.0%
24,571
+57.7%
0.12%
+76.9%
Q4 2021$542,000
+13.9%
15,579
+9.3%
0.06%
+6.6%
Q3 2021$476,000
+14.1%
14,258
+15.3%
0.06%
+8.9%
Q2 2021$417,00012,3620.06%
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