Lowe Wealth Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2023$6,503,998
+8.9%
166,641
-2.4%
3.22%
+1.3%
Q3 2023$5,971,533
-36.6%
170,664
-34.0%
3.18%
-33.5%
Q2 2023$9,415,949
-4.7%
258,751
-2.1%
4.78%
-10.2%
Q1 2023$9,877,377
+5.8%
264,313
-2.1%
5.32%
+3.1%
Q4 2022$9,334,077
+1.0%
269,849
-7.9%
5.16%
-5.2%
Q3 2022$9,240,000
-39.7%
293,050
-34.4%
5.44%
-35.0%
Q2 2022$15,335,000
-7.2%
446,968
-0.4%
8.37%
+12.0%
Q1 2022$16,520,000
+7.6%
448,544
+1.7%
7.47%
+10.6%
Q4 2021$15,357,000
+5.7%
441,161
+1.5%
6.76%
-1.9%
Q3 2021$14,525,000
+0.2%
434,764
+1.1%
6.89%
-0.8%
Q2 2021$14,498,000430,0866.94%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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