Regal Investment Advisors 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
Regal Investment Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$442,800
-19.7%
12,655
-16.5%
0.04%
-19.6%
Q2 2023$551,200
+20.6%
15,147
+23.8%
0.05%
+15.0%
Q1 2023$457,222
+82.6%
12,235
+69.0%
0.04%
+66.7%
Q4 2022$250,397
+15.9%
7,239
+5.6%
0.02%
+4.3%
Q3 2022$216,000
-66.7%
6,852
-63.7%
0.02%
-65.7%
Q2 2022$648,000
-17.1%
18,895
-11.0%
0.07%
-6.9%
Q1 2022$782,000
-10.5%
21,242
-15.4%
0.07%
-6.5%
Q4 2021$874,000
+23.6%
25,107
+18.7%
0.08%
+11.6%
Q3 2021$707,000
+1.7%
21,148
+2.6%
0.07%
-1.4%
Q2 2021$695,00020,6050.07%
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