Capital Investment Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2023$581,196
+17.0%
14,891
+4.9%
0.02%
+7.1%
Q3 2023$496,575
+3.5%
14,192
+7.7%
0.01%
-6.7%
Q2 2023$479,726
+26.9%
13,183
+30.3%
0.02%
+36.4%
Q1 2023$378,106
+117324.2%
10,118
+8.8%
0.01%
+10.0%
Q4 2022$322
-99.9%
9,300
-19.8%
0.01%
-23.1%
Q3 2022$365,000
-6.9%
11,591
+1.4%
0.01%0.0%
Q2 2022$392,000
+27.7%
11,430
+37.3%
0.01%
+44.4%
Q1 2022$307,000
+11.2%
8,325
+5.0%
0.01%
+12.5%
Q4 2021$276,000
+9.5%
7,932
+5.4%
0.01%0.0%
Q3 2021$252,000
+5.0%
7,529
+6.0%
0.01%0.0%
Q2 2021$240,0007,1050.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 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