Capital Advisors, Ltd. LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$63
-4.5%
1,8120.0%0.01%0.0%
Q2 2023$66
+371.4%
1,812
+392.4%
0.01%
+400.0%
Q1 2023$14
+7.7%
3680.0%0.00%0.0%
Q4 2022$13
-99.9%
3680.0%0.00%0.0%
Q3 2022$12,000
-7.7%
3680.0%0.00%0.0%
Q2 2022$13,000
-7.1%
3680.0%0.00%0.0%
Q1 2022$14,000
+7.7%
3680.0%0.00%0.0%
Q4 2021$13,000
+8.3%
3680.0%0.00%0.0%
Q3 2021$12,0000.0%3680.0%0.00%0.0%
Q2 2021$12,0003680.00%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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