GeoWealth Management, LLC - 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
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 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