Gradient Investments 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
Gradient Investments LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,107,532
-2.3%
88,812
+1.6%
0.08%0.0%
Q2 2023$3,179,940
-6.5%
87,385
-4.0%
0.08%
-11.8%
Q1 2023$3,401,530
+17.8%
91,023
+9.1%
0.09%
+2.2%
Q4 2022$2,886,916
+19.3%
83,461
+8.8%
0.09%
+23.0%
Q3 2022$2,419,000
-5.7%
76,722
+2.6%
0.07%
-1.3%
Q2 2022$2,566,000
-0.2%
74,795
+7.1%
0.08%
+13.6%
Q1 2022$2,571,000
+17.2%
69,807
+10.8%
0.07%
+17.9%
Q4 2021$2,193,000
+7.0%
63,001
+2.7%
0.06%
-1.8%
Q3 2021$2,049,000
+4.2%
61,329
+5.1%
0.06%
-1.7%
Q2 2021$1,966,00058,3260.06%
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