SRS Capital Advisors, Inc. - 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
SRS Capital Advisors, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,111,696
-5.9%
88,931
-2.1%
0.39%
-8.1%
Q2 2023$3,307,269
-2.5%
90,884
+0.1%
0.42%
-6.0%
Q1 2023$3,391,440
+6.4%
90,753
-1.5%
0.45%
+1.8%
Q4 2022$3,186,535
-9.5%
92,123
-17.5%
0.44%
-20.5%
Q3 2022$3,520,000
-11.5%
111,652
-3.7%
0.56%
-7.8%
Q2 2022$3,977,000
-3.6%
115,904
+3.5%
0.60%
+9.5%
Q1 2022$4,126,000
-0.3%
112,037
-5.8%
0.55%
+4.8%
Q4 2021$4,138,000
+0.9%
118,884
-3.1%
0.52%
-6.4%
Q3 2021$4,101,000
-2.5%
122,733
-1.7%
0.56%
-2.3%
Q2 2021$4,208,000124,8260.57%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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