M Holdings Securities, Inc. - 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
M Holdings Securities, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$1,019
-48.0%
28,008
-46.5%
0.21%
+3.4%
Q1 2023$1,959
+7.5%
52,349
-0.7%
0.20%
+5.7%
Q4 2022$1,822
-99.9%
52,710
-0.5%
0.19%
+3.8%
Q3 2022$1,671,000
-8.8%
53,000
-0.7%
0.18%
-0.5%
Q2 2022$1,832,000
-8.1%
53,390
-1.4%
0.19%
+23.2%
Q1 2022$1,994,000
+12.3%
54,154
+2.9%
0.15%
-12.7%
Q2 2021$1,775,00052,6510.17%
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