Private Ocean, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$53,430
-63.1%
1,527
-61.7%
0.01%
-61.1%
Q2 2023$144,941
+154.0%
3,983
+160.8%
0.02%
+125.0%
Q1 2023$57,064
+8.0%
1,5270.0%0.01%
+14.3%
Q4 2022$52,819
+10.0%
1,5270.0%0.01%
-12.5%
Q3 2022$48,000
-7.7%
1,5270.0%0.01%0.0%
Q2 2022$52,000
-7.1%
1,5270.0%0.01%
+14.3%
Q1 2022$56,000
+5.7%
1,5270.0%0.01%
+16.7%
Q4 2021$53,000
+3.9%
1,5270.0%0.01%0.0%
Q3 2021$51,0000.0%1,5270.0%0.01%
-14.3%
Q2 2021$51,0001,5270.01%
Other shareholders
ISHARES GOLD TR shareholders Q1 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