Gradient Investments LLC - 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
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 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