JFS WEALTH ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$74,984
-3.8%
2,1430.0%0.01%0.0%
Q2 2023$77,984
-2.6%
2,1430.0%0.01%
-12.5%
Q1 2023$80,084
+8.0%
2,1430.0%0.01%
+14.3%
Q4 2022$74,126
+1382.5%
2,143
+1191.0%
0.01%
+600.0%
Q3 2022$5,000
-16.7%
1660.0%0.00%0.0%
Q2 2022$6,0000.0%1660.0%0.00%0.0%
Q1 2022$6,0001660.00%
Other shareholders
ISHARES GOLD TR shareholders Q1 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