Tarbox Family Office, Inc. - 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
Tarbox Family Office, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$524,850
-3.8%
15,0000.0%0.11%
+2.8%
Q2 2023$545,850
-2.6%
15,0000.0%0.11%
-6.2%
Q1 2023$560,550
+8.0%
15,0000.0%0.11%
-0.9%
Q4 2022$518,850
-7.3%
15,000
-8.1%
0.11%
-14.3%
Q3 2022$560,0000.0%16,3220.0%0.13%
+5.6%
Q2 2022$560,000
-6.8%
16,3220.0%0.13%
+3.3%
Q1 2022$601,000
+5.8%
16,3220.0%0.12%
+24.5%
Q4 2021$568,000
+4.2%
16,3220.0%0.10%
-2.0%
Q3 2021$545,000
-9.5%
16,322
-8.6%
0.10%
-7.4%
Q2 2021$602,00017,8620.11%
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