W.G. Shaheen & Associates DBA Whitney & Co - 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
W.G. Shaheen & Associates DBA Whitney & Co ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$475,031
-20.5%
13,576
-17.3%
0.07%
-17.4%
Q2 2023$597,566
-90.3%
16,421
-90.1%
0.09%
-91.2%
Q1 2023$6,181,751
+9.1%
165,420
+1.0%
0.98%
-5.8%
Q4 2022$5,666,919
-20.7%
163,831
-27.7%
1.04%
-25.1%
Q3 2022$7,144,000
-5.5%
226,565
+2.8%
1.39%
+1.0%
Q2 2022$7,562,000
-7.6%
220,406
-0.8%
1.38%
+9.3%
Q1 2022$8,181,000
+9.6%
222,130
+3.6%
1.26%
+14.8%
Q4 2021$7,462,000
-26.1%
214,374
-29.0%
1.10%
-32.1%
Q3 2021$10,092,000
+2.7%
302,076
+3.6%
1.61%
+2.7%
Q2 2021$9,827,000291,5061.57%
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