Freedom Investment Management, Inc. - 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
Freedom Investment Management, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,387,001
-14.6%
39,640
-11.1%
0.17%
-6.6%
Q2 2023$1,623,272
-9.6%
44,608
-7.2%
0.18%
-10.3%
Q1 2023$1,796,402
+18.4%
48,071
+9.6%
0.20%
+18.7%
Q4 2022$1,517,383
-99.9%
43,868
-7.5%
0.17%
-0.6%
Q3 2022$1,495,855,000
-17.3%
47,442
-10.0%
0.17%
-10.9%
Q2 2022$1,809,395,000
+45975.8%
52,737
-53.3%
0.19%
-33.0%
Q4 2021$3,927,000112,8190.29%
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