GeoWealth Management, 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
GeoWealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$370
-9.5%
10,542
-6.3%
0.04%
-4.5%
Q2 2023$409
+28.2%
11,247
+31.9%
0.04%
+18.9%
Q1 2023$319
+13.1%
8,528
+4.4%
0.04%
+23.3%
Q4 2022$282
-99.9%
8,167
+9.4%
0.03%
+15.4%
Q3 2022$235,000
+58.8%
7,464
+72.1%
0.03%
+30.0%
Q2 2022$148,000
-3.9%
4,338
+5.4%
0.02%
+42.9%
Q1 2022$154,000
+14.1%
4,115
+6.4%
0.01%
+27.3%
Q4 2021$135,000
+39.2%
3,867
+33.1%
0.01%
+37.5%
Q3 2021$97,000
+67.2%
2,906
+72.5%
0.01%
+14.3%
Q2 2021$58,0001,6850.01%
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