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 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