Aveo Capital Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$7,648,674
-16.0%
218,596
-12.6%
1.01%
-12.9%
Q2 2023$9,102,267
-12.4%
250,131
-10.0%
1.16%
-16.7%
Q1 2023$10,390,467
+33.7%
278,043
+23.8%
1.39%
+18.8%
Q4 2022$7,768,776
+37.8%
224,596
+25.6%
1.17%
+20.3%
Q3 2022$5,637,000
-15.0%
178,784
-7.5%
0.97%
-10.7%
Q2 2022$6,631,000
+8.9%
193,275
+16.9%
1.09%
+1.3%
Q1 2022$6,089,000
+17.2%
165,326
+10.8%
1.07%
+15.1%
Q4 2021$5,194,000
+7.3%
149,222
+3.0%
0.93%
-7.6%
Q3 2021$4,840,000
+2.5%
144,876
+3.4%
1.01%
-3.3%
Q2 2021$4,724,000140,1381.04%
Other shareholders
ISHARES GOLD TR shareholders Q4 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders