Arbor Investment Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Arbor Investment Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$299,199
-5.8%
8,551
-2.0%
0.05%
-7.1%
Q2 2023$317,503
-4.4%
8,725
-1.8%
0.06%
-8.2%
Q1 2023$332,145
+33.9%
8,888
+23.9%
0.06%
+19.6%
Q4 2022$248,079
+4.7%
7,172
-4.6%
0.05%
-10.5%
Q3 2022$237,000
-4.4%
7,516
+4.0%
0.06%
+7.5%
Q2 2022$248,000
-6.8%
7,2270.0%0.05%
+3.9%
Q1 2022$266,000
-2.6%
7,227
-7.9%
0.05%0.0%
Q4 2021$273,000
+4.2%
7,8470.0%0.05%
-3.8%
Q3 2021$262,0007,8470.05%
Other shareholders
ISHARES GOLD TR shareholders Q3 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