NewSquare Capital LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,805,764
-4.7%
51,608
-0.9%
0.19%
-3.0%
Q2 2023$1,895,591
+0.1%
52,091
+2.8%
0.20%
-12.1%
Q1 2023$1,892,865
+4.4%
50,652
-3.3%
0.22%
-0.9%
Q4 2022$1,812,758
+9.5%
52,407
-0.2%
0.23%
+9.2%
Q3 2022$1,655,000
-62.1%
52,491
-58.7%
0.21%
-63.0%
Q2 2022$4,364,000
-10.3%
127,206
-3.7%
0.56%
+8.3%
Q1 2022$4,863,000
+9.3%
132,049
+3.3%
0.52%
+9.3%
Q4 2021$4,451,000
+10.1%
127,865
+5.7%
0.47%
-0.2%
Q3 2021$4,043,000
+55.3%
120,999
+56.6%
0.47%
+53.6%
Q2 2021$2,604,00077,2530.31%
Other shareholders
ISHARES GOLD TR shareholders Q4 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