Tarbox Family Office, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

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 Q2 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