United Asset Strategies, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

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 Q2 2023
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